# My Wealth Planners

> My Wealth Planners is a state-registered investment advisory firm in Longmont, CO, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 20, 2026.

- CRD: 305664
- Filed as: MY WEALTH PLANNERS
- Legal name: My Wealth Planners LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Longmont, CO
- Filing period: October 2026
- Form ADV filing dated: January 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/305664
- AdvisorCensus page: https://advisorcensus.com/firm/my-wealth-planners-longmont-co-305664

## Quick answers

**How is My Wealth Planners compensated?**
On its Form ADV (Item 5.E, October 2026), My Wealth Planners reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is My Wealth Planners located?**
My Wealth Planners' principal office is in Longmont, CO, according to its Form ADV.

**Is My Wealth Planners registered with the SEC or a state?**
My Wealth Planners is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 305664.

**How much does My Wealth Planners manage?**
My Wealth Planners reports $98,958,912 in regulatory assets under management in its Form ADV filing dated January 20, 2026 (98% discretionary).

**What types of clients does My Wealth Planners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (139); high net worth individuals (36); pension and profit sharing plans (but not the plan participants or government pension plans) (7).

**Does My Wealth Planners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/305664

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $98,958,912
- Discretionary: $96,894,311
- Non-discretionary: $2,064,601

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 139 | $41,681,508 |
| High net worth individuals | 36 | $53,568,232 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $2,064,601 |
| Charitable organizations | 1 | $1,294,826 |
| Corporations or other businesses not listed above | 1 | $349,745 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2019 (6 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mywealthplanners.com
- Facebook @mywealthplanners
- Instagram @mywealthplannersllc
- LinkedIn @my-wealth-planners
- TikTok @financialplandan
- X @drdanielyerger

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. My Wealth Planners (CRD 305664): Form ADV filing data as of October 2026.