Michael David Yoder
Financial advisor at Yoder Wealth Management, Inc. · Walnut Creek, CA
Last updated 2026-10-10
Claim your profileMichael David Yoder is a financial advisor at Yoder Wealth Management, Inc. in Walnut Creek, CA, CRD 4350846. Licenses and exams on the registration: Series 66. IAPD registration began 2009-09-29.
Registration
- CRD number
- 4350846
- Registration status
- Active
- IAPD registration
- 2009-09-29
- Industry Experience
- 17 years
- Work Experience
- 13 years
- States registered
- CA, TX
Licenses and exams
- Series 66
Designations
- CFP®
Work history
- 2013-04 to Present · Commonwealth Financial Network · San Diego, CA
- 2018-01 to Present · Yoder Wealth Managemenr · Walnut Creek, CA
Current employment
- Yoder Wealth Management · Walnut Creek, CA
Yoder Wealth Management, Inc.
- Regulatory AUM
- $331,204,663
- Registered advisors
- 2
- Offices
- 3
- Average AUM per client
- $4.5M (Moderate)
- High-net-worth client ratio
- 90.5% (Very high)
Yoder Wealth Management, Inc.: advisors, services and reported ETF investments
About
Michael David Yoder is a CFP® financial advisor at Yoder Wealth Management, operating as Yoder Wealth Management, Inc. in Walnut Creek, CA. Reported securities licenses include Series 66. The latest record indicates 17 years of industry experience and 13 years of reported work history.
Yoder Wealth Management, Inc.'s firm-level Form ADV reports 2 advisors across 3 offices; approximately 37.0 clients per advisor, average assets per client of $4,475,739, and regulatory AUM of $331.2M; client categories including Individuals (non-HNW) and High net worth individuals; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, and Other Advisory Service.
PortfolioFuture's firm-level 13F analysis covers $195.3M across 77 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Michael David Yoder personally.
Reported ETF positions
Yoder Wealth Management reports 77 ETF positions worth $195.3M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| FTEC — Fidelity MSCI Information Technology Index ETF | $29.8M |
| RSPT — Invesco S&P 500 Equal Weight Technology ETF | $10.4M |
| FCOM — Fidelity MSCI Communication Services Index ETF | $8.2M |
| FNCL — Fidelity MSCI Financials Index ETF | $8M |
| FIDU — Fidelity MSCI Industrials Index ETF | $7.9M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Yoder Wealth Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | FNDX — Schwab Fundamental U.S. Large Company ETF | $1.5M | Top 98.9% | Peer conviction 66.4% · Active return +3.40% |
| Addressable Market | DFUS — Dimensional U.S. Equity Market ETF | $2.5M | Top 99.1% | Addressable AUM $6.8T · Peer conviction 60.6% |
| Residual Alpha | PRF — Invesco RAFI US 1000 ETF | $4.1M | Top 99.5% | Residual alpha +1.89% · Residual Sharpe 0.11 |
| Diversification Benefits | TFLO — iShares Treasury Floating Rate Bond ETF | $4.3M | Top 87.2% | Replicability (R²) 90.3% · Residual Sharpe 0.43 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Yoder Wealth Management, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Location
2033 N Main St, #1060, Walnut Creek, CA 94596
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: 925-691-5600
- Website: yoderwm.com
Official record
Are you Michael David Yoder?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.