# Your Wealth Matters LLC

> Your Wealth Matters LLC is a state-registered investment advisory firm in St. Louis, MO, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 22, 2026.

- CRD: 281134
- Filed as: YOUR WEALTH MATTERS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: St. Louis, MO
- Filing period: October 2026
- Form ADV filing dated: July 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/281134
- AdvisorCensus page: https://advisorcensus.com/firm/your-wealth-matters-llc-st-louis-mo-281134

## Quick answers

**How is Your Wealth Matters LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Your Wealth Matters LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Your Wealth Matters LLC located?**
Your Wealth Matters LLC's principal office is in St. Louis, MO, according to its Form ADV.

**Is Your Wealth Matters LLC registered with the SEC or a state?**
Your Wealth Matters LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 281134.

**How much does Your Wealth Matters LLC manage?**
Your Wealth Matters LLC reports $70,961,162 in regulatory assets under management in its Form ADV filing dated July 22, 2026 (0% discretionary).

**What types of clients does Your Wealth Matters LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (108); high net worth individuals (21).

**Does Your Wealth Matters LLC 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/281134

**What changed in Your Wealth Matters LLC's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in IL.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $70,961,162
- Discretionary: $0
- Non-discretionary: $70,961,162

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 108 | $32,361,347 |
| High net worth individuals | 21 | $38,599,815 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2015 (10 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in IL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Your Wealth Matters LLC (CRD 281134): Form ADV filing data as of October 2026.