Yoder Wealth Management
22yrs
More experience than 67% of advisors nationwide
Yoder Wealth Management
Walnut Creek, CA. Legal name: Yoder Wealth Management, Inc.
About the firm
A registered investment advisory firm based in Walnut Creek, California. It manages about $331 million for roughly 74 individual clients. Services include financial planning, investment management for individuals and small businesses, other services.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$4.48 million
Assets under management ?$331 million
Individual clients74
Median years of experience22
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesOther services
Advisors at Yoder Wealth Management
2Advisors
22Median years of experience
1States with offices
–Offices
Also known as
Anat Nurit Levy Yoder · Yoder, Anat, Nurit Levy · Yoder, Anat · Yoder Wealth Management, Inc.
About Yoder Wealth Management
How do I contact Yoder Wealth Management?
Call the main office at (925) 691-5600. The main office is at 2033 N Main St. #1060, Walnut Creek, CA 94596.
How is Yoder Wealth Management paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Yoder Wealth Management offer?
Financial planning, Investment management for individuals and small businesses, Other services.
How many advisors work at Yoder Wealth Management?
We list 2 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.