Young Wealth Management

Young Wealth Management (CRD# 145478) is a financial advisory firm headquartered in Davis, CA. They manage $116,599,737 in 304 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

117

MILLION
Total Number of Accounts

304

ACCOUNTS
Average Account Value

$383,552

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

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.

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 16 years of experience in the finance industry.

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 over 4 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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