DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Yardley Wealth Management LLC
Latest filing Apr 23, 2026
First filing on the tape May 11, 2021 · 12 filings
SEC status approved since Jun 10, 2021
RAUM
$232M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$232M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$77.2M
derived; firm RAUM over IAPD count
Employees
8
3 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$232M as of Apr 23, 2026
Mar 29, 2022$144M then
HNW client RAUM$197M as of Apr 23, 2026
Mar 29, 2022$115M then
State-registered IARs (5.B.3)3 as of Apr 23, 2026
Mar 29, 20222 then
Employees (5.A)8 as of Apr 23, 2026
Mar 29, 20225 then
Private funds: no history
RAUM +21% over the last fiscal year+23% a year over threeIARs 2 to 3
Practice profile
derived from the filing of Apr 23, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $77.2MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 56derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.2MderivedHNW RAUM over HNW clients
- Average account
- $405,585derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.7derivedItem 5.A over advisors
- Advisors per office
- 1.0derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +21%derivedbetween the last two annual amendments
- Advisor growth, one year
- +50%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -5.1%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$197M85%
- Individuals$35.0M15%
- Individual clients
- 78reported
- HNW clients
- 91reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 571reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Michael Joseph GarryCertified Financial Planner | Yardley, Pa | Dec 9, 2005 | 27 y | 1 |
| Maureen Celeste DonahueCertified Financial Planner | Yardley, Pa | Oct 31, 2023 | 12 y | 2 |
| Amy Willow Garry | Yardley, Pa | Dec 8, 2025 | 11 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Christopher John Jud to Raymond James & Associates, Inc.Aug 31, 2023 · RIA to affiliated broker-dealer or bank
Joined, latest
- Maureen Celeste Donahue from Rockwood Wealth Management, LLCOct 31, 2023 · RIA to RIA
- Christopher John Jud from Marcum Wealth, LLCMar 24, 2023 · RIA to RIA
- Michael Joseph Garry from Icici Investment AdvisorsDec 9, 2005 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Joseph Michael Garry · Founder & Ceo/Chief Compliance Officercontrolsince 01/2005 · owns 50% to 75%
- Aileen Rachel Garry · Membercontrolsince 08/2021 · owns 50% to 75%
Related persons
Schedule D 7.A
- Yardley Estate Planning, LLCn
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Yardley, Pa · principal | 3 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 508 to 571Oct 3, 2025 to Mar 12, 2026
- Advisory employees · 2 to 3Oct 3, 2025 to Mar 12, 2026
- HNW clients · 82 to 91Oct 3, 2025 to Mar 12, 2026
- Individual clients · 96 to 78Oct 3, 2025 to Mar 12, 2026
- Employees · 7 to 8Oct 3, 2025 to Mar 12, 2026
- State-registered IARs · 2 to 3Oct 3, 2025 to Mar 12, 2026
- Discretionary RAUM · $192M to $232MOct 3, 2025 to Mar 12, 2026
- HNW RAUM · $158M to $197MOct 3, 2025 to Mar 12, 2026
- Individual RAUM · $34.3M to $35.0MOct 3, 2025 to Mar 12, 2026
- RAUM · $192M to $232MOct 3, 2025 to Mar 12, 2026
- Accounts · 489 to 508Feb 20, 2024 to Feb 28, 2025
- HNW clients · 75 to 82Feb 20, 2024 to Feb 28, 2025
- Individual clients · 93 to 96Feb 20, 2024 to Feb 28, 2025
- Financial planning clients · 1-10 to 1-10Feb 20, 2024 to Feb 28, 2025
- Discretionary RAUM · $147M to $192MFeb 20, 2024 to Feb 28, 2025
- HNW RAUM · $113M to $158MFeb 20, 2024 to Feb 28, 2025
- Individual RAUM · $34.3M to $34.3MFeb 20, 2024 to Feb 28, 2025
- RAUM · $147M to $192MFeb 20, 2024 to Feb 28, 2025
- Accounts · 434 to 489Mar 22, 2023 to Feb 8, 2024
- Advisory activities · 1 to 2Mar 22, 2023 to Feb 8, 2024
- HNW clients · 70 to 75Mar 22, 2023 to Feb 8, 2024
- Individual clients · 75 to 93Mar 22, 2023 to Feb 8, 2024
- Employees · 5 to 7Mar 22, 2023 to Feb 8, 2024
- Financial planning clients · 0 to 1-10Mar 22, 2023 to Feb 8, 2024
- Other offices · 1 to 2Mar 22, 2023 to Feb 8, 2024
- Discretionary RAUM · $125M to $147MMar 22, 2023 to Feb 8, 2024
- HNW RAUM · $100M to $113MMar 22, 2023 to Feb 8, 2024
- Individual RAUM · $25.0M to $34.3MMar 22, 2023 to Feb 8, 2024
- RAUM · $125M to $147MMar 22, 2023 to Feb 8, 2024
- Accounts · 422 to 434Mar 30, 2022 to Mar 22, 2023
- HNW clients · 67 to 70Mar 30, 2022 to Mar 22, 2023
- Individual clients · 72 to 75Mar 30, 2022 to Mar 22, 2023
- Financial planning clients · 1-10 to 0Mar 30, 2022 to Mar 22, 2023
- Discretionary RAUM · $143M to $125MMar 30, 2022 to Mar 22, 2023
- HNW RAUM · $115M to $100MMar 30, 2022 to Mar 22, 2023
- Individual RAUM · $28.7M to $25.0MMar 30, 2022 to Mar 22, 2023
- Non-discretionary RAUM · $244,713 to $0Mar 30, 2022 to Mar 22, 2023
- RAUM · $144M to $125MMar 30, 2022 to Mar 22, 2023
- Accounts · 377 to 422Nov 2, 2021 to Mar 29, 2022
- Advisory employees · 1 to 2Nov 2, 2021 to Mar 29, 2022
Signals
3 dated events
- Christopher John Jud left Yardley Wealth Management Llc for Raymond James & Associates, Inc. (registered 2023-10-11)Aug 31, 2023 · Advisor changed firm · fact
- Aileen Rachel Garry (Member) appeared on Schedule A of Yardley Wealth Management LlcNov 2, 2021 · Control person joined · fact
- Yardley Wealth Management Llc filed its initial SEC registration (Form ADV)May 11, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 267-573-1019reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/yardley-wealth-management-llcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- YARDLEYWEALTH.NETreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 267-573-1019reportedpublic record, Form ADV, Apr 23, 2026
- Contact form
- yardleywealth.net/contact-usreportedpublished by the firm, firm site, Sep 16, 2026
- Team page
- yardleywealth.net/our-teamreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $77.2Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026