Yardley Wealth Management Llc
- Regulatory AUM
- $232M
- Discretionary
- $232M
- Clients
- 169
- Avg AUM / client
- $1.4M
- Accounts
- 571
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Apr 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 78 | $35.0M | 15.1% |
| High net worth individuals | 91 | $197M | 84.9% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Joseph Garry | Founder & Ceo/Chief Compliance Officer | CFP | Jan 2005 (22y) | 50% – 75% |
| Garry, Rachel, Aileen | Member | Aug 2021 (5y) | 50% – 75% | |
| Maureen Celeste Donahue | Registered representative | CFP | Oct 2023 (3y) | |
| Amy Willow Garry | Registered representative | Dec 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/23/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $176M (76% of AUM) Apr 2026
- Fidelity Institutional Wealth Services $53.4M (23% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 23, 2026.
View current Form ADV (SEC/IAPD) ↗