CRD: 172699
Wealthy Doctor Institute LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-01-2014
- Office Locations
- 1
Office Locations
About Wealthy Doctor Institute LLC
Wealthy Doctor Institute, LLC is a physician-led RIA specializing in evidence-based wealth management and comprehensive financial and retirement planning for busy physicians and other medical professionals, including estate-focused guidance for high-net-worth households. The team emphasizes clear, tailored long-term strategies designed to support financial independence and uses Charles Schwab & Co. as a primary custodian.
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Owner & Executives
DAVID MING-YEN YEH
Investment Advisor, PRINCIPAL
- CRD
- #6398483
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,124,844 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,124,844 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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