$11.0M Total AUM
$11.0M Disc. AUM
-- 3Y CAGR
2 Employees
60 ADV. Clients
7 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-29-2018
- Office Locations
- 1
Office Locations
5606 North Navarro Suite 200-J Victoria TX
About Yendrey Wealth Management LLC
Yendrey Wealth Management LLC is a Victoria-based RIA. The firm has been operating for 7 years. Managing $11.0M in total assets under management, with 2 advisory representatives.
Team overview
37 AVG AGE
$5.5M AVG AUM / ADVISOR
$183.3K AVG AUM / CLIENT
7.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
Available
Owner & Executives
BRANDON KYLE YENDREY
Business Office Manager, Chief Compliance Officer, Managing Member
- CRD
- #5203040
- Ownership
- 50% but less than 75%
Available
Available
Available
B
BRIAN WAYNE YENDREY
Business Office Manager
- CRD
- #6932951
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Total | Available | Available |
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