# Yahara Wealth Management LLC

> Yahara Wealth Management LLC is an SEC-registered investment advisory firm in Madison, WI, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 168325
- Filed as: YAHARA WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Madison, WI
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/168325
- AdvisorCensus page: https://advisorcensus.com/firm/yahara-wealth-management-llc-madison-wi-168325

## Quick answers

**How is Yahara Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Yahara Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Yahara Wealth Management LLC charge?**
Its Form ADV Part 2A brochure dated March 13, 2026 states: Subscription: $1,500 a quarter (Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Yahara Wealth Management LLC located?**
Yahara Wealth Management LLC's principal office is in Madison, WI, according to its Form ADV.

**Is Yahara Wealth Management LLC registered with the SEC or a state?**
Yahara Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 168325.

**How much does Yahara Wealth Management LLC manage?**
Yahara Wealth Management LLC reports $112,048,767 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary).

**What types of clients does Yahara Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (48); individuals (other than high net worth individuals) (15).

**Which custodians does Yahara Wealth Management LLC use?**
Yahara Wealth Management LLC'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.

**Does Yahara Wealth Management LLC report any disciplinary disclosures?**
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/168325

**What changed in Yahara Wealth Management LLC's recent Form ADV filings?**
In the February 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 13, 2026)

- Subscription: $1,500 a quarter (Financial Planning Services)

> When Clients engage our Financial Planning Services separately, and do not engage our Investment Advisory Services, Financial Planning Services are subject to a minimum fee of $ 1,500 per quarter.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $112,048,767
- Discretionary: $112,048,767
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $5,529,593 |
| High net worth individuals | 48 | $106,519,174 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- erdocfinance.com
- yaharawealth.com
- LinkedIn @3329580

## Changes in the filing (last 12 months)

### February 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Yahara Wealth Management LLC (CRD 168325): Form ADV filing data as of October 2026.