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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-29-2018
- Office Locations
- 1
Office Locations
About Yoder Wealth Management
Yoder Wealth Management is a Walnut Creek, CA wealth management firm providing financial and investment planning and ongoing portfolio management for individuals and families, with a focus that includes retirees, entrepreneurs, and business owners. The team emphasizes a defined process and asset-allocation approach using public funds and ETFs, and can incorporate planning needs such as tax, estate, insurance, and charitable strategies. Leadership has been featured in outlets including Kiplinger, Reuters, CNBC, and Forbes.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANAT NURIT LEVY YODER
Advisor, Chief Executive Officer
- CRD
- #4777804
- Ownership
- 75% or more
MICHAEL DAVID YODER
Advisor, Chief Compliance Officer, Chief Financial Officer
- CRD
- #4350846
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $331,204,663 | $971,275 |
| Non-Discretionary | $0 | -- |
| Total | $331,204,663 | $971,275 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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