{
  "crd_number": 168566,
  "slug": "my-wealth-management-inc-germantown-md-168566",
  "primary_business_name": "MY WEALTH MANAGEMENT, INC",
  "legal_name": "MY WEALTH MANAGEMENT, INC.",
  "dbas": [],
  "city": "Germantown",
  "state": "MD",
  "country": "United States",
  "cbsa_code": "47900",
  "metro": {
    "cbsa_code": "47900",
    "common_name": "Washington",
    "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV",
    "path": "/advisors/dc/washington"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2013-09-06",
  "years_registered": 13,
  "period": "2026-10-01",
  "filing_date": "2026-07-02",
  "carried_forward": false,
  "raum_total": 156182000.0,
  "raum_discretionary": 141631000.0,
  "raum_non_discretionary": 14551000.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 11269000.0,
      "count": 50
    },
    "pension_profit_sharing": {
      "raum": 10866000.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 134047000.0,
      "count": 64
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "MD",
    "PA",
    "SC",
    "TX",
    "VA"
  ],
  "websites": [
    "https://facebook.com/mywealthmgmt",
    "https://linkedin.com/company/my-wealth-mgmt-inc",
    "https://linkedin.com/in/bradfordyeakle",
    "https://linkedin.com/in/jeffrey-yeakle-chfc-cfp%C2%AE-3352312a",
    "https://my-wealthmgmt.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/168566",
  "city_as_filed": "GERMANTOWN",
  "url": "https://advisorcensus.com/firm/my-wealth-management-inc-germantown-md-168566",
  "display_name": "My Wealth Management, Inc",
  "summary": "My Wealth Management, Inc is an SEC-registered investment advisory firm in Germantown, MD, registered since 2013, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 2, 2026.",
  "citation": "AdvisorCensus. My Wealth Management, Inc (CRD 168566): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is My Wealth Management, Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), My Wealth Management, Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does My Wealth Management, Inc charge?",
      "a": "Its Form ADV Part 2A brochure dated October 29, 2025 states: Flat fee: $750 to $10,000 (Retirement Plan Consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is My Wealth Management, Inc located?",
      "a": "My Wealth Management, Inc's principal office is in Germantown, MD, according to its Form ADV."
    },
    {
      "q": "Is My Wealth Management, Inc registered with the SEC or a state?",
      "a": "My Wealth Management, Inc is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 168566."
    },
    {
      "q": "How much does My Wealth Management, Inc manage?",
      "a": "My Wealth Management, Inc reports $156,182,000 in regulatory assets under management in its Form ADV filing dated July 2, 2026 (91% discretionary)."
    },
    {
      "q": "How have My Wealth Management, Inc's assets and staff changed since 2021?",
      "a": "In the Form ADV data for My Wealth Management, Inc: Regulatory assets under management: $128,355,000 in the October 2021 data and $156,182,000 in the October 2026 data, up 22%. Total employees: 1 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does My Wealth Management, Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (64); individuals (other than high net worth individuals) (50); pension and profit sharing plans (but not the plan participants or government pension plans) (1)."
    },
    {
      "q": "Which custodians does My Wealth Management, Inc use?",
      "a": "My Wealth Management, Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does My Wealth Management, Inc report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/168566"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 128355000.0,
      "total_employees": 1,
      "filing_date": "2021-03-08"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 154700000.0,
      "total_employees": 1,
      "filing_date": "2021-10-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 135185000.0,
      "total_employees": 1,
      "filing_date": "2022-10-17"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 148944000.0,
      "total_employees": 1,
      "filing_date": "2024-05-03"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 151723770.0,
      "total_employees": 2,
      "filing_date": "2024-10-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 156182000.0,
      "total_employees": 2,
      "filing_date": "2026-07-02"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated October 29, 2025",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $750 to $10,000 (Retirement Plan Consulting)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $750 to $10,000 (Retirement Plan Consulting)"
        ],
        "quotes": [
          "Our flat fees r ange from $750 to $10,000. Fees based on a percentage of managed Plan assets will not exceed 0.75%."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 750.0,
          "max": 10000.0,
          "period": "one_time",
          "service": "Retirement Plan Consulting"
        }
      ]
    },
    "quotes": [
      "Our flat fees r ange from $750 to $10,000. Fees based on a percentage of managed Plan assets will not exceed 0.75%."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/my-wealth-management-inc-germantown-md-168566.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 50,
      "fewer_than_5": false,
      "raum": 11269000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 64,
      "fewer_than_5": false,
      "raum": 134047000.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 10866000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/168566",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}