# YHB WEALTH ADVISORS, LLC

YHB WEALTH ADVISORS, LLC of WINCHESTER, VA is an SEC-registered investment adviser.

## Registration

- CRD: 291713
- Type: SEC-registered investment adviser
- SEC file number: 801-120661
- Location: 50 SOUTH CAMERON STREET, WINCHESTER, VA, 22601
- Phone: 540-545-8702
- Latest filing: 2022-08-12
- Regulatory AUM: $109.7M
- Discretionary AUM: $109.7M
- Clients: 2
- Accounts: 259

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| THOMPSON GARY CURTIS | CHIEF COMPLIANCE OFFICER | — |
| TAYLOR ADRIAN | MANAGING MEMBER - YHB WEALTH ADVISORS LLC | — |
| MOULDEN S SCOTT | PRINCIPAL/BOARD OF DIRECTORS - YOUNT, HYDE & BARBOUR P.C. | — |
| BEEMAN RANDY R | DIRECTOR OF WEALTH MANAGEMENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/291713/brochure
- Similar advisers: https://search.stillhousedata.com/firm/291713/similar
- Related entities: https://search.stillhousedata.com/firm/291713/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/291713

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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.