AdvisorCensus / Financial advisors / California / San Francisco / Yoder Wealth Management
Yoder Wealth Management
Filed as YODER WEALTH MANAGEMENT · Legal name Yoder Wealth Management, Inc.
Yoder Wealth Management is an SEC-registered investment advisory firm in Walnut Creek, CA, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 7, 2026.
Quick answers
From the filingHow is Yoder Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), Yoder Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
What does Yoder Wealth Management's brochure say about its fees?
Its Form ADV Part 2A brochure dated January 7, 2026 states: Asset-based fee: up to 1.25% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Yoder Wealth Management located?
Yoder Wealth Management's principal office is in Walnut Creek, CA, according to its Form ADV.
Is Yoder Wealth Management registered with the SEC or a state?
Yoder Wealth Management is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 291826.
How much does Yoder Wealth Management manage?
Yoder Wealth Management reports $331,204,663 in regulatory assets under management in its Form ADV filing dated January 7, 2026 (100% discretionary).
How have Yoder Wealth Management's assets and staff changed since 2021?
In the Form ADV data for Yoder Wealth Management: Regulatory assets under management: $146,836,311 in the October 2021 data and $331,204,663 in the October 2026 data, up 126%. Total employees: 3 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Yoder Wealth Management serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (67); individuals (other than high net worth individuals) (7).
Which custodians does Yoder Wealth Management use?
Yoder Wealth Management'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 Yoder Wealth Management 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/291826
Does Yoder Wealth Management state an account minimum?
Its Form ADV Part 2A brochure dated January 7, 2026 says: "Although there are no formal minimum investment amounts or conditions required for establishing an account managed by Yoder Wealth Management, we are selective in terms of entering into Asset Management Services relationships with those for whom we believe our services would be a good fit, as mutually defined."
What changed in Yoder Wealth Management's recent Form ADV filings?
In the February 2026 filing data: Regulatory assets under management went from $299,715,226 to $331,204,663 (+11%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 1.25% of assets a year (the maximum the brochure states)
The brochure's wording
The annual fee for Asset Management Services will range up to a maximum of 1.25%. The annual fee for your accounts will be specified in a written Asset Management Agreement.
Fees charged for our Financial Consulting Services are established and negotiated in advance based upon the type of client, the services requested, the complexity of the client's situation, the composition of the client's account and other advisory services provided.
Account minimum: None
The brochure's wording
Although there are no formal minimum investment amounts or conditions required for establishing an account managed by Yoder Wealth Management, we are selective in terms of entering into Asset Management Services relationships with those for whom we believe our services would be a good fit, as mutually defined.
As stated in the firm's Form ADV Part 2A brochure dated January 7, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$331,204,663 as of October 2026, filing dated January 7, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- Yoder Wealth Management, Inc.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2019 (7 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $331,204,663 | 2 | January 7, 2026 |
| October 2025 | $299,715,226 | 2 | January 23, 2025 |
| October 2024 | $247,389,364 | 2 | January 30, 2024 |
| October 2023 | $194,001,871 | 2 | January 12, 2023 |
| October 2022 | $207,383,534 | 2 | January 31, 2022 |
| October 2021 | $146,836,311 | 3 | January 7, 2021 |
Regulatory assets under management: $146,836,311 in the October 2021 data and $331,204,663 in the October 2026 data, up 126%.
Total employees: 3 in October 2021 and 2 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- February 2026
- Regulatory assets under management went from $299,715,226 to $331,204,663 (+11%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Yoder Wealth Management (CRD 291826): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/yoder-wealth-management-walnut-creek-ca-291826