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RIA / WealthAdvisorCertified Financial Planner20 years in industry

LEONARD WILLIAMS BARRY

Advisor at YAHARA WEALTH MANAGEMENT LLC

MADISON, WI

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Search this name across graphsid dfx:ria:248b3b79-2d05-eaf7-84dd-a568cfa8c418

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 20, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: YAHARA WEALTH MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 19, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65
First exam: Jan 19, 2006
First registration: Jan 20, 2006
Dual registered: no
IAPD individual key: 5079562

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
YAHARA WEALTH MANAGEMENT LLC	Independent wealth	Sep 9, 2013	n/a	yes	MADISON, WI	Current employment
WISCONSIN CAPITAL MANAGEMENT, LLC	Independent wealth	Jun 12, 2012	Sep 9, 2013	no	MADISON, WI	Previous registration
SVA WEALTH MANAGEMENT, LLC	Former SEC adviser	Dec 20, 2011	Sep 9, 2013	no	MADISON, WI	Previous registration
SVA WEALTH MANAGEMENT, INC.	n/a	Apr 18, 2006	Feb 8, 2012	no	MADISON, WI	Previous registration
CUNA BROKERAGE SERVICES, INC.	Former SEC adviser	Jan 20, 2006	Mar 27, 2006	no	MADISON, WI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WISCONSIN CAPITAL MANAGEMENT, LLC	YAHARA WEALTH MANAGEMENT LLC	Sep 9, 2013	Sep 9, 2013	0	Firm change	Other
SVA WEALTH MANAGEMENT, LLC	WISCONSIN CAPITAL MANAGEMENT, LLC	Sep 9, 2013	Jun 12, 2012	-454	Firm change after gap	Other
SVA WEALTH MANAGEMENT, INC.	SVA WEALTH MANAGEMENT, LLC	Feb 8, 2012	Dec 20, 2011	-50	Firm change after gap	Other
CUNA BROKERAGE SERVICES, INC.	SVA WEALTH MANAGEMENT, INC.	Mar 27, 2006	Apr 18, 2006	22	Firm change	Other

Relationships

Registered with (5)

→ YAHARA WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Sep 9, 2013 to presentfactForm ADV
→ WISCONSIN CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 12, 2012 to Sep 9, 2013factForm ADV
→ SVA WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Dec 20, 2011 to Sep 9, 2013factForm ADV
→ SVA WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Apr 18, 2006 to Feb 8, 2012factForm ADV
→ CUNA BROKERAGE SERVICES, INC.Registered adviserregistration: previous registration
Jan 20, 2006 to Mar 27, 2006factForm ADV

Dated events

No dated event names this entity yet.