YODER WEALTH MANAGEMENT, INC. of WALNUT CREEK, CA is an SEC-registered investment adviser (CRD 291826). Regulatory assets under management: $331.2M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Other.
| Name | Role | Location |
|---|---|---|
| Anat Nurit Levy Yoder | CEO | — |
| Michael David Yoder | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | — |
| YODER ANAT NURIT LEVY | CEO; OWNER AND CEO | — |
| YODER MICHAEL DAVID | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | — |