Young Wealth Management

Young Wealth Management (CRD# 145478) is a financial advisory firm headquartered in Davis, CA. They manage $80,000,000 in 250 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
502 Mace Blvd Suite #5, Davis, CA 95618
http://www.youngwealthmanagement.com
By the Numbers
  • Total Assets Under Management
    80
    MILLION
  • Total Number of Accounts
    250
    ACCOUNTS
  • Average Account Value
    $320,000
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
  • Other
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.

AZ, CA, TX

Financial Advisors at Young Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Kevin Young, financial advisor Davis CA
Kevin M. Young
CRD#: 5439853
502 Mace Blvd Suite #5, Davis, CA 95618

Kevin Young (CRD# 5439853) is an Investment Advisor Representative working at Young Wealth Management in Davis, CA and has over 13 years of experience in the finance industry. Kevin Young 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.

2
Jean Yamamoto, financial advisor Davis CA
Jean T. Yamamoto
CRD#: 4852355
502 Mace Blvd Suite #5, Davis, CA 95618

Jean Yamamoto (CRD# 4852355) is an Investment Advisor Representative working at Young Wealth Management in Davis, CA and has 1 year of experience in the finance industry.

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