Investment adviser · CRD 299111

YELLOWWOOD WEALTH SOLUTIONS, LLC

Investment adviser filing (IA)

CHARLOTTE, NC, United States · Form ADV filed Jun 27, 2019

Regulatory AUM
$71.1M
Form ADV · Item 5.F
Client accounts
147
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
2
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Individuals130$44,746,60563.0%
High-net-worth individuals17$26,334,46837.0%
Banks & thriftsFewer than 5$00.0%
Retirement plansFewer than 5$00.0%
CharitiesFewer than 5$00.0%
Government entitiesFewer than 5$00.0%
Other investment advisersFewer than 5$00.0%
Insurance companiesFewer than 5$00.0%
Sovereign wealth & foreign institutionsFewer than 5$00.0%
Corporations & businessesFewer than 5$00.0%
Filing source

Form ADV 1331951 · Jun 27, 2019 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 27, 2019. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed · Commissions

Principal office

525 NORTH TRYON STREET, SUITE 1611A
CHARLOTTE, NC, 28202, United States

CRD 299111

Filing source

Form ADV 1331951 · Jun 27, 2019 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.