YFP WEALTH
Firm details
- Headquarters
- NEW ALBANY, Ohio
- CRD number
- 282918
- Registered since
- March 13, 2020
- Website
- yfpwealth.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals75.62%
- HNWI22.85%
- Pension & Profit Sharing Plans1.53%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
YFP Wealth operates as a limited liability company and is an independent SEC‑registered registered investment adviser (registration since 2020). The firm is owned by an individual and serves both individual & family and institutional clients across multiple states. Its fee arrangements combine a percentage of assets under management with fixed fees, and the firm reports it is not an active ESG investor. Service delivery centers on financial planning and portfolio management for individuals and small businesses, with pension consulting listed among its advisory activities. The firm also offers educational seminars and workshops, indicating a client education component to its practice.
Assets & Accounts
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
- Public Funds/Mutual Funds96%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1Timothy Ulbrich
Co-Founder and CEOCRD 7121139
Contacts
3 of 4Ituoghirisic Igoni
Associate Financial PlannerCRD 8205448
Kimberly Bolton
Portfolio Manager and Financial PlannerCRD 7334456
ANGEL MELGOZA
Lead Financial PlannerCRD 6122539
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEW ALBANY, OH
FRANKLIN
Location
NEW ALBANY, OH
Headquartered in NEW ALBANY, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- FRANKLIN
- Address
- 118 E Main St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
PALMETTO WEALTH MANAGEMENT, LLC
RIANEW ALBANY, OH
KENNON-GREEN & CO.
RIANEW ALBANY, OH
COLUMBUS INVESTMENT ADVISORY INC.
RIANEW ALBANY, OH
VELA INVESTMENT MANAGEMENT, LLC
RIANEW ALBANY, OH
OMEGA CAPITAL MANAGEMENT LLC
RIANEW ALBANY, OH
SCHMERGE EXECUTIVE PLANNING SERVICES, INC.
RIACINCINNATI, OH