$10.7M Total AUM
$10.7M Disc. AUM
-- 3Y CAGR
1 Employees
42 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-20-2024
- Office Locations
- 1
Office Locations
431 W Liberty ST Medina OH
About Your Wealth Financial Solutions, LLC
Your Wealth Financial Solutions, LLC is an Ohio-based registered investment adviser providing fiduciary financial planning, wealth management and legacy planning for individuals and families. The firm emphasizes clear, jargon-free guidance and help with day-to-day money decisions alongside retirement and estate/insurance coordination. Custody is reported at Charles Schwab.
Team overview
34 AVG AGE
$10.7M AVG AUM / ADVISOR
$255.0K AVG AUM / CLIENT
2.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
A
Amanda A Sharratt
Chief Compliance Officer, Chief Executive Officer, Financial Advisor
- CRD
- #7153978
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,711,829 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,711,829 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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