YORK WEALTH MANAGEMENT, LLC

YORK WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 331730). Regulatory assets under management: $267K.

Registration

• CRD: 331730
• Type: Registered investment adviser
• Phone: 630-360-7283
• Latest filing: 2026-01-09
• Regulatory AUM: $267K
• Discretionary AUM: $267K
• Clients: 1
• Accounts: 13

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 331730 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search