# Yardley Wealth Management LLC

> Yardley Wealth Management LLC is an SEC-registered investment advisory firm in Yardley, PA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 23, 2026.

- CRD: 134311
- Filed as: YARDLEY WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Yardley, PA
- Filing period: October 2026
- Form ADV filing dated: April 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/134311
- AdvisorCensus page: https://advisorcensus.com/firm/yardley-wealth-management-llc-yardley-pa-134311

## Quick answers

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

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

**Is Yardley Wealth Management LLC registered with the SEC or a state?**
Yardley Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 134311.

**How much does Yardley Wealth Management LLC manage?**
Yardley Wealth Management LLC reports $231,589,312 in regulatory assets under management in its Form ADV filing dated April 23, 2026 (100% discretionary).

**How have Yardley Wealth Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Yardley Wealth Management LLC: Regulatory assets under management: $123,050,285 in the October 2021 data and $231,589,312 in the October 2026 data, up 88%. Total employees: 4 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Yardley Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (91); individuals (other than high net worth individuals) (78).

**Which custodians does Yardley Wealth Management LLC use?**
Yardley Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Institutional as custodians holding 10% or more of its separately managed account assets.

**Does Yardley 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/134311

**Does Yardley Wealth Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 9, 2026 says: "In general, we require a minimum of $500,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."

**What changed in Yardley Wealth Management LLC's recent Form ADV filings?**
In the May 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 9, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> In general, we require a minimum of $500,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.

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.
- Fidelity Institutional

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: $231,589,312
- Discretionary: $231,589,312
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 78 | $34,973,235 |
| High net worth individuals | 91 | $196,616,077 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 8 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NJ, NY, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- yardleywealth.net
- Facebook @YARDLEYWEALTHMANAGEMENT
- Instagram @yardleywealth
- LinkedIn @MICHAELGARRY
- LinkedIn @yardley-wealth-management-llc
- X @MICHAELJGARRY
- YouTube @UCe-ma6bk1O68Tmb2sDakZpA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $123,050,285 | 4 | August 13, 2021 |
| October 2022 | $143,571,720 | 5 | March 30, 2022 |
| October 2023 | $124,983,036 | 5 | March 22, 2023 |
| October 2024 | $147,174,738 | 7 | February 20, 2024 |
| October 2025 | $191,978,207 | 7 | February 28, 2025 |
| October 2026 | $231,589,312 | 8 | April 23, 2026 |

Regulatory assets under management: $123,050,285 in the October 2021 data and $231,589,312 in the October 2026 data, up 88%.
Total employees: 4 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 2 to 3.
- Regulatory assets under management went from $191,978,207 to $231,589,312 (+21%).
- Updated its list of owners and control persons (Schedule A).

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Yardley Wealth Management LLC (CRD 134311): Form ADV filing data as of October 2026.