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).
Total Assets Under Management80MILLION
Total Number of Accounts250ACCOUNTS
Average Account Value$320,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, TX
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.
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.