Yfp Wealth

3 registered advisors · 0 reported ETFs · $0 reported ETF value · $53.2M regulatory AUM

Yfp Wealth is an investment adviser that files Form ADV with the SEC in New Albany, OH, with 3 registered advisors, reporting $53.2M in regulatory assets under management. Its 13F filings report 0 ETF positions worth $0.

Last updated 2026-10-09 (latest Form ADV filing)

Scale

How this firm compares

Ratios computed from the firm's own Form ADV filing. Each caption ranks the firm against every other firm that reported the same figures.

  • Regulatory AUM$53.2MLowTop 96%
  • Clients per advisor77.333ModerateTop 35%
  • Average AUM per client$229.5KLowTop 97%
  • High-net-worth share of clients3.9%LowTop 59%

What the firm filed with the SEC

Form ADV facts as filed, most recently 2026-10-09. Figures are the firm's own reported numbers.

Identity

Registration

Item 1 and registration status.

Registration type
Registered
SEC registration status
APPROVED
Registered since
2020-03-13
SEC file number
801-118236
Form version
10/2021
Latest Form ADV filing
2026-10-09
Address
118 E Main St., New Albany, OH 43054, United States
Phone
614-618-5901
Website
https://www.pharmacist.com/YFP

Size

People and clients

Items 5.A through 5.D.

Employees
7
Registered advisors
3
Offices
2
Clients
232
Clients per advisor
77.333
High-net-worth share of clients
3.9%

Assets

Assets under management

Item 5.F and custody.

Regulatory AUM
$53,239,038
Discretionary AUM
$53,239,038
Non-discretionary AUM
$0
Total accounts
715
Average AUM per client
$229,479

Clients

Who the firm serves

Item 5.D, by reported assets.

  • Individuals (non-HNW)221 clients
    $40.3M
  • High net worth individuals9 clients
    $12.2M
  • Pension and profit-sharing plans2 clients
    $813.3K

Practice

How the firm operates

Items 4 through 9.

Services
Financial Planning Services; Portfolio Management: Individuals and Small Businesses; Pension Consulting Services; Educational Seminars or Workshops
Fee types
Compensation: Percentage of Assets Under Management; Compensation: Fixed Fees (Other Than Subscription)
Other business activities
Engaged in Other Business; Sells Non-Advisory Products or Services

Source: SEC Form ADV filed by CRD 282918. View the official SEC IAPD record

Reported ETF investments

Reported 13F ETF positions, largest first
FundReported valueShare of reported ETF valueFund research

Registered advisors

Offices

Offices on the Form ADV filing
AddressCityStateAdvisors
118 E Main St.New AlbanyOH3
Berry, ALBerryAL1

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.