My Wealth Management, Inc
Firm details
- Headquarters
- Germantown, Maryland
- CRD number
- 168566
- Registered since
- September 6, 2013
- Website
- my-wealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.83%
- Individuals7.22%
- Pension & Profit Sharing Plans6.96%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
My Wealth Management, Inc. is an independent, individual-owned registered investment adviser that has been SEC-registered since 2013. The firm services both individual/family and institutional clients and provides a mix of financial planning and portfolio management services — including management for individuals and small businesses, advisory services for businesses or institutions, and pension consulting. Its fee schedule is flexible, combining asset-based fees with hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities72%
- Public Funds/Mutual Funds14%
- Cash & Cash Equivalents9%
Owners & executives
1 of 1
Jeffrey Yeakle
President, CEOCRD 2818198
Contacts
2 of 2
Bradford Yeakle
Financial PlannerCRD 6921341
Melissa Price
Office ManagerCRD 4813731
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$178M in ETFs
68%
$121M
31%
$57M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF (ICSH) | BlackRock | Active | Ultrashort Bond | $16.5M | 326,780 | 9.28% |
Location
Germantown, MD
Montgomery
Location
Germantown, MD
Headquartered in Germantown, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Montgomery
- Address
- 12410 Milestone Center Dr
- Time zone
- ET (UTC-5)
- Office locations
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