York Wealth Management, LLC

Overview

York Wealth Management, LLC operates as a small, independent registered investment adviser focused on individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and selects third-party advisers when needed. Its business model uses both percentage-of-AUM and fixed-fee billing, and the firm acts as a capital allocator, with a clear preference for equity-based portfolios. Reported activity shows the adviser favors exchange-traded instruments—liquid, tradable equities and ETFs—rather than broad allocations to private or illiquid strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices