# YARDLEY WEALTH MANAGEMENT LLC

YARDLEY WEALTH MANAGEMENT LLC of YARDLEY, PA is an SEC-registered investment adviser.

## Registration

- CRD: 134311
- Type: SEC-registered investment adviser
- SEC file number: 801-121464
- Location: 37 S. MAIN STREET, YARDLEY, PA, 19067
- Phone: 267-573-1019
- Latest filing: 2026-04-23
- Regulatory AUM: $231.6M
- Discretionary AUM: $231.6M
- Clients: 8
- Accounts: 571

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Michael Joseph Garry | FOUNDER & CEO/CHIEF COMPLIANCE OFFICER; FOUNDER & CEO/CHIEF COMPLIANCE OFFICER/TRUSTEE | — |
| Rachel Aileen Garry | MEMBER; TRUSTEE | — |
| Maureen Celeste Donahue | PRINCIPAL FINANCIAL ADVISOR | — |
| GARRY MICHAEL JOSEPH | FOUNDER & CEO//CHIEF COMPLIANCE OFFICER; FOUNDER & CEO/CHIEF COMPLIANCE OFFICER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| GARRY RACHEL AILEEN | MEMBER | — |
| Karen Lynn Lynch | CHIEF OPERATING OFFICER | — |
| Karen Lynch | CHIEF OPERATING OFFICER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 267-573-1019 |
| — | — | 1 | (267) 573-1019 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/134311/brochure
- Similar advisers: https://search.stillhousedata.com/firm/134311/similar
- Related entities: https://search.stillhousedata.com/firm/134311/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/134311

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.