Yahara Wealth Management LLC
● SEC registered since 2026CRD 168325SEC# 801-135019Madison, WI
Reg. AUM
$112M
Employees
2
Accounts
283
Location
Madison, WI
About Yahara Wealth Management
Yahara Wealth Management is a fee-only fiduciary practice offering planning, investment management, and tax planning for physicians, retirees, and other high-income professionals. Both partners are CFP professionals, and the firm serves clients locally and nationwide.
Summary based on the firm’s website.
Yahara Wealth Management LLC assets under management
Yahara Wealth Management LLC is an investment advisory firm registered with the SEC based in Madison, WI. The firm has been registered since 2026. It reports $112 million in regulatory assets under management and employs 2 people.
Yahara Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew J Crone Control | Partner, Wealth Advisor | 25-50% | 2021 |
| Leonard Williams Barry Control | Chief Compliance Officer, Founding Partner, President | Over 75% | 2013 |
Frequently asked questions
How much does Yahara Wealth Management LLC manage?
Yahara Wealth Management LLC reports $112 million in regulatory assets under management on its Form ADV.
How many employees does Yahara Wealth Management LLC have?
Yahara Wealth Management LLC reports 2 employees.
Where is Yahara Wealth Management LLC located?
Yahara Wealth Management LLC is based in Madison, WI and has been SEC-registered since 2026.
Does Yahara Wealth Management LLC disclose fund performance?
Yahara Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 725 Heartland Trail, Suite 205, Madison, WI 53717 |
| Phone | 608-467-1010 |
| Fax | 608-467-1011 |
| Office hours | By Appointment |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$112M▲ 4%
Nov '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,389 advisers
EmployeesTop 86%
More than 14% of 16,799 advisers
Assets under management
$112Mregulatory AUM
Discretionary $112M