# YELLOWWOOD WEALTH SOLUTIONS, LLC

YELLOWWOOD WEALTH SOLUTIONS, LLC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 299111
- Type: SEC-registered investment adviser
- SEC file number: 801-114252
- Location: 525 NORTH TRYON STREET, SUITE 1611A, CHARLOTTE, NC, 28202
- Phone: 971-371-3450
- Latest filing: 2019-06-27
- Regulatory AUM: $71.1M
- Discretionary AUM: $71.1M
- Clients: 3
- Accounts: 147

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| CASTLEMAN MEGAN LOUISE | CHIEF COMPLIANCE OFFICER | — |
| RERICHA JASON | CHIEF EXECUTIVE OFFICER | — |
| WATSON LES | CHIEF INVESTMENT OFFICER | — |
| Watson Leslie Walker | CHIEF INVESTMENT OFFICER | — |
| SIZEMORE STACY LEIGH | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299111/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299111/similar
- Related entities: https://search.stillhousedata.com/firm/299111/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299111

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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.