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).

By the Numbers
  • Total Assets Under Management
    80
    MILLION
  • Total Number of Accounts
    268
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Yahara Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Leonard W. Barry
CRD#: 5079562
725 Heartland Trail, Suite 205, Madison, WI 53717

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 J. Crone
CRD#: 6666568
725 Heartland Trail, Suite 205, Madison, WI 53717

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.

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