# YODER WEALTH MANAGEMENT, INC.

YODER WEALTH MANAGEMENT, INC. of WALNUT CREEK, CA is an SEC-registered investment adviser.

## Registration

- CRD: 291826
- Type: SEC-registered investment adviser
- SEC file number: 801-115215
- Location: 2033 N MAIN ST., #1060, WALNUT CREEK, CA, 94596
- Phone: 925-691-5600
- Latest filing: 2026-01-07
- Regulatory AUM: $331.2M
- Discretionary AUM: $331.2M
- Clients: 2
- Accounts: 341

## Business model

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

## Officers, owners & control persons (4)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/291826/brochure
- Similar advisers: https://search.stillhousedata.com/firm/291826/similar
- Related entities: https://search.stillhousedata.com/firm/291826/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/291826

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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.