SourcingSourcing

MY WEALTH MANAGEMENT, INC.

C39
CRD 168566·SEC 801-78477·GERMANTOWN, MD
AUM
$156.2M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$469K
@ 30% margin
Est. Deal Value
$3.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MY WEALTH MANAGEMENT, INC.
CRD
168566
SEC file #
801-78477
EIN
463371901
DBA names
My Wealth Management, Inc

Economics

AUM
$156.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$130.5M → $156.2M▲ +20%
Client mix
Individuals High Net Worth64
Individuals Other50
Pension Profit Sharing Plans1

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
1 advisors → 2 advisors▲ +100%
Primary office
GERMANTOWN MD
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
10/29/2025
ADV-W filed at
—
Website
linkedin.com/in/jeffrey-yeakle-chfc-cfp%c2%ae-3352312a(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
YEAKLE, JEFFREY, WAYNE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
YEAKLE, JEFFREY, WAYNE
PRICE, MELISSA, LYNN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001827845
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2022-02-04
Edgar Last Filing Date
2026-05-04
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-05-04
Accession0001827845-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2603
Soi Zip Pct 200k Plus
0.0776
Soi Zip Returns 200k Plus
1,040
Soi Zip Total AGI
1,039,744
Fdic Zip Total Deposits
9,978,122,000
Fdic Zip Branch Count
217
Fdic Zip Top Banks
Capital One, National Association
Sandy Spring Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
12410 MILESTONE CENTER DRIVESUITE 175GERMANTOWN, MD 20876
Business
12410 MILESTONE CENTER DRIVESUITE 175GERMANTOWN, MD 20876
Edgar EIN
463371901
Edgar Recent Filings
13F-HR2026-05-04 · 0001827845-26-000002
13F-HR2026-02-10 · 0001827845-26-000001
Fdic Zip Branches Raw
NationsBank, National AssociationGermantown, MD
First Virginia Bank-MarylandGermantown, MD
Fdic Zip HHI
1512.77
Fdic Zip Top Bank Share Pct
31.49
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI42,310
Returns3,870
Stub 2
AGI101,807
Returns2,770
Stub 3
AGI117,935
Returns1,920
Soi Zip Total Business Income
32,480
Soi Zip Total Cap Gains
16,048
Soi Zip Total Dividends
11,191
Soi Zip Total Returns
13,410
Top Owner CRD
2818198
Trust Company Affiliate
No

People (3)

3
YEAKLE, JEFFREY, WAYNE
IAR · Direct Owner · 87.5%
2818198
PRICE, MELISSA, LYNN
Executive Officer · 2.5%
4813731
Bradford Wayne Yeakle
IAR
6921341