YOUR IA, LLC

Overview

Your Ia, LLC is an independent registered investment adviser organized as a limited liability company. The firm is SEC-registered (2025) and reports ownership by a combination of a domestic entity and an individual. Its client base spans individuals and families as well as some institutional relationships. Advisory services are concentrated on financial planning and discretionary portfolio management for individuals and small businesses. Fee arrangements include a percentage-of-AUM structure alongside hourly and fixed-fee engagements. The firm does not market itself as an ESG investor, is not a multistate adviser, and does not act as a capital allocator or pension consultant. Industry relationships include ties to another investment adviser and an insurance company.

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Location & Offices