YGC WEALTH

YGC WEALTH is an SEC-registered investment adviser (CRD 330812). Regulatory assets under management: $15.1M.

Registration

• CRD: 330812
• Type: Registered investment adviser
• Phone: (240) 406-9181
• Latest filing: 2026-03-18
• Regulatory AUM: $15.1M
• Discretionary AUM: $15.1M
• Clients: 1
• Accounts: 92

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, 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 330812 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search