# YGC Wealth

> YGC Wealth is a state-registered investment advisory firm in Lanham, MD, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 330812
- Filed as: YGC WEALTH
- Legal name: YGC Wealth, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lanham, MD
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330812
- AdvisorCensus page: https://advisorcensus.com/firm/ygc-wealth-lanham-md-330812

## Quick answers

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

**Where is YGC Wealth located?**
YGC Wealth's principal office is in Lanham, MD, according to its Form ADV.

**Is YGC Wealth registered with the SEC or a state?**
YGC Wealth is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330812.

**How much does YGC Wealth manage?**
YGC Wealth reports $15,062,769 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**What types of clients does YGC Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (37).

**Does YGC Wealth 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/330812

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $15,062,769
- Discretionary: $15,062,769
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 37 | $9,395,933 |
| High net worth individuals | Fewer than 5 | $5,666,836 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD, NY, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ygcwealth.com
- Facebook @YGCWealth
- Instagram @ygcwealth
- LinkedIn @ygcwealth
- LinkedIn @riankad
- X @ygcwealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. YGC Wealth (CRD 330812): Form ADV filing data as of October 2026.