DBA: YFP WEALTH
| Total AUM | $53.2M |
| Discretionary | $53.2M100% of AUM |
| Client Accounts | 715 |
| Avg Account Size | $74K |
| Employees | 7 |
| Peak AUM | $53.2MFeb 2026 |
| AUM CAGR | +58.0% /yrover 6 yrs · 26 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $53M | +50.2% | +47.3% | +36.0% | |
| Discretionary AUM | |||||
| Total AUM | $53.2M |
| Discretionary | $53.2M |
| Employees | 7 |
| Client Accounts | 715 |
| Client Range | 251-500 |
Address
118 E MAIN ST.
NEW ALBANY OH 43054
Phone
614-618-5901
Filing History
26 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$53M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$53M
| $53M |
| +50.2% |
| +47.3% |
| +36.0% |
| Total Accounts | 715 | +5.0% | +24.2% | +17.0% |
| Avg Account Size | $74,460.193 | +43.0% | +18.6% | +16.2% |
| Employees | 7 | 12.5% | 20.6% | 2.6% |
| AUM / Employee | $8M | +71.6% | +85.6% | +39.7% |
Client AUM Segments | |||||
| Wealth AUM | $52M | +50.3% | +46.6% | +35.6% | |
| Institutional AUM | $813,300 | +44.2% | — | — | |
Client Count Segments | |||||
| HNW Clients | 221 | +54.5% | 0.3% | +4.9% | |
| Institutional | 2 | 0.0% | — | — | |
| Individuals | 9 | — | +108.0% | — | |