DBA: YODER WEALTH MANAGEMENT
| Total AUM | $331.2M |
| Discretionary | $331.2M100% of AUM |
| Client Accounts | 341 |
| Avg Account Size | $971K |
| Employees | 2 |
| Peak AUM | $331.2MJan 2026 |
| AUM CAGR | +19.4% /yrover 7 yrs · 13 filings |
Total AUM
$331M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $331M | +10.5% | +19.5% | +17.7% | |
| Discretionary AUM | |||||
| Total AUM | $331.2M |
| Discretionary | $331.2M |
| Employees | 2 |
| Client Accounts | 341 |
| Client Range | 51-100 |
Address
2033 N MAIN ST.
WALNUT CREEK CA 94596
Phone
925-691-5600
Filing History
13 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$331M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| $331M |
| +10.5% |
| +19.5% |
| +17.7% |
| Total Accounts | 341 | 7.6% | +0.9% | +3.4% |
| Avg Account Size | $971,274.672 | +19.6% | +18.5% | +13.8% |
| Employees | 2 | 0.0% | 0.0% | 7.8% |
| AUM / Employee | $166M | +10.5% | +19.5% | +27.6% |
Client AUM Segments | |||||
| Wealth AUM | $331M | +10.5% | +19.5% | +17.7% | |
Client Count Segments | |||||
| HNW Clients | 7 | 12.5% | 22.4% | 17.2% | |
| Individuals | 67 | 1.5% | 0.5% | +0.9% | |