$156.2M Total AUM
$141.6M Disc. AUM
4.9% 3Y CAGR
2 Employees
115 ADV. Clients
12 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-06-2013
- Office Locations
- 1
Office Locations
12410 Milestone Center Drive Suite 175 Germantown MD
About MY Wealth Management, INC
MY Wealth Management (founded 2013) is a Maryland-based fiduciary RIA focused on helping individuals age 50+ (pre- and post-retirees nationwide) build holistic, tax-efficient retirement income and planning strategies. Implementation is primarily ETF-based with diversified asset-allocation portfolios, and custody relationships include Charles Schwab and Altruist.
Team overview
28 AVG AGE
$78.1M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
5.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
Insights
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
JEFFREY WAYNE YEAKLE
President
- CRD
- #2818198
- Ownership
- 75% or more
Available
Available
Available
MELISSA LYNN PRICE
Chief Compliance Officer, Office Manager
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Bradford Wayne Yeakle
Financial Planner
- CRD
- #6921341
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Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $141,631,000 | $485,038 |
| Non-Discretionary | $14,551,000 | $2,425,167 |
| Total | $156,182,000 | $524,101 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
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13F Holdings | Q1 2026
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