Yendrey Wealth Management LLC
Firm details
- Headquarters
- Victoria, Texas
- CRD number
- 298940
- Website
- yendrey.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Yendrey Wealth Management LLC is an independent, individual-owned registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-AUM basis and also offers hourly billing, and it does not position itself as a capital allocator. Yendrey reports it is not an active ESG investor and is not registered as a multi-state or pension consultant adviser.
Assets & Accounts
Investments & Alternatives
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
- Cash & Cash Equivalents100%
Contacts
2 of 2
Brian Yendrey
OwnerCRD 6932951
Brandon Yendrey
OwnerCRD 5203040
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Victoria, TX
Victoria
Location
Victoria, TX
Headquartered in Victoria, TX, anchoring the Victoria-Port Lavaca, TX metro in the South.
- Metro area
- Victoria-Port Lavaca, TX
- Region
- South
- County
- Victoria
- Address
- 5606 N Navarro St
- Time zone
- CT (UTC-6)
- Office locations
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