Yendrey Wealth Management LLC

Yendrey Wealth Management LLC (CRD# 298940) is a financial advisory firm headquartered in Victoria, TX. They manage $7,000,000 in 70 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5606 North Navarro Suite 200-j, Victoria, TX 77904
https://yendrey.com/
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $100,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Yendrey Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Brandon Yendrey, financial advisor Victoria TX
Brandon K. Yendrey
CRD#: 5203040
Victoria, TX

Brandon Yendrey (CRD# 5203040) is an Investment Advisor Representative working at Yendrey Wealth Management LLC in Victoria, TX and has over 17 years of experience in the finance industry.

2
Brian Yendrey, financial advisor Victoria TX
Brian W. Yendrey
CRD#: 6932951
Victoria, TX

Brian Yendrey (CRD# 6932951) is an Investment Advisor Representative working at Yendrey Wealth Management LLC in Victoria, TX and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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