Yahara Wealth Management LLC
Yahara Wealth Management LLC (CRD# 168325) is a financial advisory firm headquartered in Madison, WI. They manage $80,006,969 in 268 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management80MILLION
-
Total Number of Accounts268ACCOUNTS
-
Average Account Value$298,533
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WI
Financial Advisors at Yahara Wealth Management LLC
1
Leonard Barry (CRD# 5079562) is an Investment Advisor Representative working at Yahara Wealth Management LLC in Madison, WI and has over 18 years of experience in the finance industry.
2
Andrew Crone (CRD# 6666568) is an Investment Advisor Representative working at Yahara Wealth Management LLC in Madison, WI and has over 5 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.