YULE CREEK WEALTH MANAGEMENT, LLC

YULE CREEK WEALTH MANAGEMENT, LLC of CARBONDALE, CO is an SEC-registered investment adviser (CRD 322800). Regulatory assets under management: $53.8M.

Registration

• CRD: 322800
• Type: Registered investment adviser
• Location: 502 MAIN STREET, CARBONDALE, CO, 81623
• Phone: 970-456-2944
• Latest filing: 2026-02-27
• Regulatory AUM: $53.8M
• Discretionary AUM: $49.7M
• Non-discretionary AUM: $4.1M
• Clients: 2
• Accounts: 52

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 322800 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search