Yahara Wealth Management LLC

Yahara Wealth Management LLC (CRD# 168325) is a financial advisory firm headquartered in Madison, WI. They manage $47,720,217 in 290 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Yahara Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
Leonard W. Barry
CRD#: 5079562
725 Heartland Trail, Suite 104, Madison, WI 53717

Leonard Barry (CRD# 5079562) is an Investment Advisor Representative working at Yahara Wealth Management LLC in Madison, WI and has over 12 years of experience in the finance industry. Leonard Barry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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