Y

Your Wealth Matters LLC

Updated today

Client assets under management

$70,961,162

Clients

129

16% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

32

Low

Average account size

$550,087

About

Your Wealth Matters LLC provides advisory services to individuals, high‑net‑worth clients, and charitable organizations. The firm directs clients to third‑party asset managers and turnkey asset management programs for portfolio management and also offers a separate portfolio analysis service (described as an “MRI/GAP”) for a flat, upfront fee.

YWM’s stated investment approach uses modern portfolio theory and a long‑term trading perspective, emphasizing diversified mixes of equities and fixed income with periodic rebalancing. Rather than trading with discretion, the firm refers and co‑advises through partner TAMPs (including Buckingham Strategic Partners and Matson Money) and does not exercise investment discretion or take custody of client accounts.

Noteworthy aspects of the firm include that its reported assets under management are almost entirely non‑discretionary (the brochure lists $70,961,162 as non‑discretionary and $0 discretionary), and that YWM receives fee‑sharing compensation from the third‑party managers it recommends — a relationship the brochure discloses and describes in its selection and review processes. The firm’s explicit description of its referral/co‑advisory arrangements and its standalone portfolio “MRI/GAP” offering differentiate it from many peers.

Client services

Portfolio management Selection of other advisers Portfolio analysis (mri) services

Expertise

Annuities

Fee options

Percentage

$250,000+: Up to 0.99% annually

Other

Account minimum: $250,000 Minimum fee: $500 for portfolio analysis service

Main office location

Your Wealth Matters LLC

10733 Sunset Office Drive, Suite 425

St. Louis MO 63127, United States

Number of offices

1

Most active in

Missouri

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Paul G

Series 65

St. Louis, MO

Your Wealth Matters LLC

Paul Gantner is a financial advisor with Your Wealth Matters LLC in St. Louis, MO, holding a Series 65 designation and 10 years of industry experience. He has been with Your Wealth Matters LLC since 2016 and also operates Your Estate Matters, LLC since 2012. In addition to his advisory work, he is an attorney specializing in estate planning, elder law, and probate. Your Wealth Matters LLC provides advisory services to individuals, high-net-worth clients, and charitable organizations, focusing on portfolio management through third-party asset managers and a separate portfolio analysis service. The firm emphasizes a non-discretionary investment approach based on modern portfolio theory, with diversified equity and fixed-income allocations reviewed and rebalanced according to each client’s investment policy.

Annuities
user avatar

Christopher S

Series 65

St. Louis, MO

Your Wealth Matters LLC

Christopher Sandifer is a financial advisor at Your Wealth Matters LLC in St. Louis, MO, holding a Series 65 designation with two years of industry experience. He has previously worked at Stifel Nicolaus and Hollingshead & Dudley and is also an attorney at Your Estate Matters LLC, a law firm specializing in estate planning. Your Wealth Matters LLC provides advisory services to individuals, high-net-worth clients, and charitable organizations, focusing on non-discretionary portfolio management through third-party asset managers and a separate portfolio analysis service. The firm emphasizes diversified equity and fixed-income allocations guided by modern portfolio theory and long-term trading strategies.

Annuities
user avatar

Jacquelynn C

Series 65

St. Louis, MO

Your Wealth Matters LLC

Jacquelynn Capriano is a financial advisor with Your Wealth Matters LLC in St. Louis, MO, holding a Series 65 license and 10 years of industry experience. She is also a partner and practicing attorney at Your Estate Matters LLC, specializing in estate planning and elder law. Your Wealth Matters LLC provides advisory services to individuals, high-net-worth clients, and charitable organizations, focusing on non-discretionary portfolio management through third-party asset managers and comprehensive portfolio analysis. The firm employs a modern portfolio theory approach with diversified equity and fixed-income allocations tailored to each client's investment policy.

Annuities
user avatar

Logan E

Series 65

St. Louis, MO

Your Wealth Matters LLC

Logan Eckhardt is a financial advisor at Your Wealth Matters LLC in St. Louis, MO, holding a Series 65 designation with eight years of industry experience. He has worked at Your Wealth Matters LLC since 2017 and is also associated with Your Estate Matters, L.L.C. since 2013. Your Wealth Matters LLC provides advisory services to individuals, high-net-worth clients, and charitable organizations, focusing on non-discretionary portfolio management through third-party asset managers and a separate portfolio analysis service. The firm employs a long-term, diversified investment approach based on modern portfolio theory and works primarily with turnkey asset management programs.

Annuities
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