MY WEALTH MANAGEMENT, INC.

MY WEALTH MANAGEMENT, INC. of GERMANTOWN, MD is an SEC-registered investment adviser (CRD 168566). Regulatory assets under management: $156.2M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (5)

NameRoleLocation
Jeffrey Wayne YeaklePRESIDENT & INVESTMENT ADVISOR
Melissa Lynn PriceCHIEF COMPLIANCE OFFICER
YEAKLE JEFFREY WAYNEPRESIDENT & CHIEF COMPLIANCE OFFICER; PRESIDENT & INVESTMENT ADVISOR
MCGLAUGHLIN JOHN PETERVICE PRESIDENT
PRICE MELISSA LYNNCHIEF COMPLIANCE OFFICER

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