SourcingSourcing

YARDLEY WEALTH MANAGEMENT LLC

C22
CRD 134311·SEC 801-121464·YARDLEY, PA
AUM
$231.6M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$695K
@ 30% margin
Est. Deal Value
$5.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
YARDLEY WEALTH MANAGEMENT LLC
CRD
134311
SEC file #
801-121464
EIN
202219782
DBA names
—

Economics

AUM
$231.6M
AUM band
$100M-$500M
AUM trajectory
'22'26
$123.1M → $231.6M▲ +88%
Client mix
Individuals High Net Worth91
Individuals Other78

Operations

Employees (total)
8
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'22'26
1 advisors → 3 advisors▲ +200%
Primary office
YARDLEY PA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/23/2026
ADV-W filed at
—
Website
facebook.com/yardleywealthmanagement(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
REVOCABLE TRUST OF RACHEL GARRY
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
REVOCABLE TRUST OF RACHEL GARRY
REVOCABLE TRUST OF MICHAEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002044323
Edgar Registered
Yes
Edgar Filing Count
8
Edgar First Filing Date
2024-11-08
Edgar Last Filing Date
2026-04-21
Edgar 13f Count
7
Edgar 13f Latest AUM Estimate
Filing Date2026-04-21
Accession0002044323-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
37 S. MAIN STREETYARDLEY, PA 19067
Business
37 S. MAIN STREETYARDLEY, PA 19067
Edgar EIN
202219782
Edgar Recent Filings
13F-HR2026-04-21 · 0002044323-26-000002
13F-HR2026-02-05 · 0002044323-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (6)

6
DONAHUE, MAUREEN, CELESTE
IAR · Direct Owner · 7.5%
6185503
GARRY, MICHAEL, JOSEPH
IAR · Executive Officer · 2.5%
2026666
GARRY, RACHEL, AILEEN
Executive Officer · 2.5%
7462809
LYNCH, KAREN, LYNN
Executive Officer · 2.5%
8230936
Amy Willow Garry
IAR
8015630
SCHAEFER, TIMOTHY, JOHN
IAR
2493666