# YSB Wealth Management

> YSB Wealth Management is a state-registered investment advisory firm in Kalida, OH, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 22, 2026.

- CRD: 341032
- Filed as: YSB WEALTH MANAGEMENT
- Legal name: YSB Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Kalida, OH
- Filing period: October 2026
- Form ADV filing dated: September 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/341032
- AdvisorCensus page: https://advisorcensus.com/firm/ysb-wealth-management-kalida-oh-341032

## Quick answers

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

**Where is YSB Wealth Management located?**
YSB Wealth Management's principal office is in Kalida, OH, according to its Form ADV.

**Is YSB Wealth Management registered with the SEC or a state?**
YSB Wealth Management is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 341032.

**How much does YSB Wealth Management manage?**
YSB Wealth Management reports $0 in regulatory assets under management in its Form ADV filing dated September 22, 2026.

**Does YSB 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/341032

## From the Form ADV filing

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

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

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, OH, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ysbwealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. YSB Wealth Management (CRD 341032): Form ADV filing data as of October 2026.