My Wealth Management, Inc.

My Wealth Management, Inc. (CRD# 168566) is a financial advisory firm headquartered in Germantown, MD. They manage $148,944,000 in 304 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    149
    MILLION
  • Total Number of Accounts
    304
    ACCOUNTS
  • Average Account Value
    $489,947
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MD, PA, SC, VA

Financial Advisors at My Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Jeffrey W. Yeakle
CRD#: 2818198
12410 Milestone Center Drive, Suite 175, Germantown, MD 20876

Jeffrey Yeakle (CRD# 2818198) is an Investment Advisor Representative working at My Wealth Management, Inc. in Germantown, MD and has over 27 years of experience in the finance industry.

2
Bradford W. Yeakle
CRD#: 6921341
12410 Milestone Center Drive, Suite 175, Germantown, MD 20876

Bradford Yeakle (CRD# 6921341) is an Investment Advisor Representative working at My Wealth Management, Inc. in Germantown, MD and has over 5 years of experience in the finance industry.

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