Yendrey Wealth Management LLC

Yendrey Wealth Management is a small, co‑owned registered investment adviser that serves individuals — including high‑net‑worth clients — as well as trusts, estates, charitable organizations and business entities; the firm reports roughly 60 client relationships and just over $11 million in assets under management. It provides discretionary asset management alongside financial planning and consulting, documenting client goals and implementing ongoing portfolio monitoring and trading on clients’ behalf.

Portfolios are managed on a discretionary basis with investment programs tailored to each client’s stated objectives, time horizon, and risk tolerance; the firm cites the use of fundamental and technical analysis and may employ long‑term and short‑term purchases, trading, options, margin and leveraged strategies as appropriate. When engaged for financial planning, Yendrey reviews topics such as wills, estate and trust matters, taxes, qualified plans, insurance, retirement income and Social Security, and indicates plans are delivered within 90 days contingent on timely client documentation.

Distinctive operational features for a firm of this size include a two‑principal structure operating across multiple offices while maintaining custodial and execution arrangements with broker‑dealers that provide dedicated trading desks, block trading capability, electronic reporting and described soft‑dollar research/services. The firm does not vote client proxies (clients receive proxies directly and the adviser will provide recommendations upon request) and maintains a written Code of Ethics with quarterly reviews of affiliated persons’ personal trading.