{
  "crd_number": 291826,
  "slug": "yoder-wealth-management-walnut-creek-ca-291826",
  "primary_business_name": "YODER WEALTH MANAGEMENT",
  "legal_name": "YODER WEALTH MANAGEMENT, INC.",
  "dbas": [],
  "city": "Walnut Creek",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-05-03",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-01-07",
  "carried_forward": false,
  "raum_total": 331204663.0,
  "raum_discretionary": 331204663.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 3718856.0,
      "count": 7
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 327485807.0,
      "count": 67
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/IN/ANAT-YODER-2525803",
    "https://linkedin.com/IN/MICHAEL-YODER-B0B2846",
    "https://qsbsinfo.com",
    "https://yoderwm.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/291826",
  "city_as_filed": "WALNUT CREEK",
  "url": "https://advisorcensus.com/firm/yoder-wealth-management-walnut-creek-ca-291826",
  "display_name": "Yoder Wealth Management",
  "summary": "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.",
  "citation": "AdvisorCensus. Yoder Wealth Management (CRD 291826): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Yoder Wealth Management compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Yoder Wealth Management charge?",
      "a": "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); Hourly rate: $495 an hour (consulting services); Flat fee: $1,000 to $10,000 (consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Yoder Wealth Management located?",
      "a": "Yoder Wealth Management's principal office is in Walnut Creek, CA, according to its Form ADV."
    },
    {
      "q": "Is Yoder Wealth Management registered with the SEC or a state?",
      "a": "Yoder Wealth Management is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 291826."
    },
    {
      "q": "How much does Yoder Wealth Management manage?",
      "a": "Yoder Wealth Management reports $331,204,663 in regulatory assets under management in its Form ADV filing dated January 7, 2026 (100% discretionary)."
    },
    {
      "q": "How have Yoder Wealth Management's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Yoder Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (67); individuals (other than high net worth individuals) (7)."
    },
    {
      "q": "Which custodians does Yoder Wealth Management use?",
      "a": "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."
    },
    {
      "q": "Does Yoder Wealth Management report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Yoder Wealth Management state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Yoder Wealth Management's recent Form ADV filings?",
      "a": "In the February 2026 filing data: Regulatory assets under management went from $299,715,226 to $331,204,663 (+11%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 146836311.0,
      "total_employees": 3,
      "filing_date": "2021-01-07"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 207383534.0,
      "total_employees": 2,
      "filing_date": "2022-01-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 194001871.0,
      "total_employees": 2,
      "filing_date": "2023-01-12"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 247389364.0,
      "total_employees": 2,
      "filing_date": "2024-01-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 299715226.0,
      "total_employees": 2,
      "filing_date": "2025-01-23"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 331204663.0,
      "total_employees": 2,
      "filing_date": "2026-01-07"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $299,715,226 to $331,204,663 (+11%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 7, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1.25% of assets a year",
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $495 an hour (consulting services)",
      "Flat fee: $1,000 to $10,000 (consulting services)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1.25% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $495 an hour (consulting services)"
        ],
        "quotes": [
          "Yoder Wealth Management may provide consulting services under an hourly fee arrangement. An hourly fee of $495 per hour is charged by Yoder Wealth Management for consulting services."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,000 to $10,000 (consulting services)"
        ],
        "quotes": [
          "There is a range in the amount of the fixed fee charged by Yoder Wealth Management for consulting services. The minimum fixed fee for consulting services will be $1,000, and maximum fixed fee for consulting services will be generally no more than $10,000."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 1.25,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 495.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "consulting services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 1000.0,
          "max": 10000.0,
          "period": "one_time",
          "service": "consulting services"
        }
      ]
    },
    "quotes": [
      "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.",
      "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.",
      "Yoder Wealth Management may provide consulting services under an hourly fee arrangement. An hourly fee of $495 per hour is charged by Yoder Wealth Management for consulting services.",
      "There is a range in the amount of the fixed fee charged by Yoder Wealth Management for consulting services. The minimum fixed fee for consulting services will be $1,000, and maximum fixed fee for consulting services will be generally no more than $10,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/yoder-wealth-management-walnut-creek-ca-291826.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 3718856.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 67,
      "fewer_than_5": false,
      "raum": 327485807.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/291826",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}