My Wealth Management, Inc

RIASEC RegisteredEst. 2013
Total AUM
$156M
Discretionary
$142M
91% of AUM
Avg account
$524K
Accounts
298
Employees
2
Advisory reps
3

Firm details

Headquarters
Germantown, Maryland
CRD number
168566
Registered since
September 6, 2013
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 72%, Public Funds/Mutual Funds 14%, Cash & Cash Equivalents 9%72%
  • Exchange Traded Equities72%
  • Public Funds/Mutual Funds14%
  • Cash & Cash Equivalents9%

Owners & executives

1 of 1
  • Jeffrey Yeakle

    Jeffrey Yeakle

    President, CEOCRD 2818198

Contacts

2 of 2
  • Bradford Yeakle

    Bradford Yeakle

    Financial PlannerCRD 6921341

  • Melissa Price

    Office ManagerCRD 4813731

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 53

Active vs passive

$178M in ETFs

Passive

68%

$121M

Active

31%

$57M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF (ICSH)BlackRockActiveUltrashort Bond$16.5M326,7809.28%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth