YARDLEY WEALTH MANAGEMENT LLC of YARDLEY, PA is an SEC-registered investment adviser (CRD 134311). Regulatory assets under management: $231.6M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| 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 | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 267-573-1019 |
| — | — | 1 | (267) 573-1019 |