York Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$266,659
Clients
6
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
Very LowAverage account size
$44,443
About
York Wealth Management, LLC is an independent registered investment adviser that provides discretionary portfolio management and tiered financial planning to individual and high‑net‑worth clients. As of January 9, 2026, the firm reported approximately $266,659 in discretionary client assets and documents client goals and any investment restrictions before managing accounts.
The firm implements portfolios primarily through the Altruist Model Marketplace, using Altruist‑generated models, third‑party models, and custom models while employing tactical and strategic asset allocation and modern portfolio theory with periodic rebalancing. Accounts are actively monitored on a discretionary basis, and the adviser has access to tax‑management tools for use with model portfolios.
The firm’s recently established registration and very small client roster give it a compact operational profile compared with larger independents. It relies on Altruist’s digital custody and model platform—passing through a platform fee—and follows operational practices such as leaving proxy voting to clients and not permitting directed brokerage.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Passive / index investing
Fee options
Financial planning fees are negotiable and based on services requested; three tiers offered: $500, $1,000, and $2,000
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.25% $2,000,001 - $3,000,000: 1.00% $4,000,000+: Negotiable
Most active in
York Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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