YGC Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$10,586,069
Total clients
30
17% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
15
Average account size
$352,869
Client services
Fee options
$0 - $400,000: No fee for Discretionary Investment Management $400,000+: 0.75% annually on assets over $400,000
Limited Financial Planning Services typically $375 per hour
Minimum fee: Comprehensive Financial Planning: $6,500 minimum annual fee for individuals, $9,500 for couples; Strategic Business Financial Planning: $10,000 minimum annual fee Fee-only: Limited Financial Planning Services charged at $375 per hour, negotiable and billed hourly
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
YGC Wealth
Upper Marlboro MD, United States
Number of offices
1
Forms ADV
Quick links
Advisors at this firm
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")