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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-09-2013
- Office Locations
- 1
Office Locations
About Yahara Wealth Management LLC
Yahara Wealth Management is a fee-only, fiduciary RIA in Madison, WI providing holistic financial planning and discretionary investment management, with integrated tax planning and guidance on estate and insurance. The practice is built around busy professionals—mid- and late-career physicians, dentists (owners/partner-track), and retirees with $2M+ investable assets—and starts prospects with a Financial Pulse Assessment.
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Owner & Executives
LEONARD WILLIAMS BARRY
Chief Compliance Officer, FOUNDING PARTNER, President, Wealth Advisor
- CRD
- #5079562
- Ownership
- 75% or more
Andrew J Crone
PARTNER, WEALTH ADVISOR
- CRD
- #6666568
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $112,048,767 | $395,932 |
| Non-Discretionary | $0 | -- |
| Total | $112,048,767 | $395,932 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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