RIA Intel›Advisers›Maryland›HE, YUAN

HE, YUAN

Advisory

MD

Data as of May 20, 2025 · Source: SEC Form ADV

Average account

$525K

across 24 accounts

AUM per adviser

$13M

1 advisers

Source: SEC Form ADV. Figures as filed May 20, 2025.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$13M

Discretionary AUM$13M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients24

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMD

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

24 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MD

Closest by assets under management. All figures from Form ADV.

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PODER WEALTH ADVISORS LLC

$12M

YEGEN FINANCIAL GROUP, LTD

$12M

CADENCE PLANNING, LLC

$12M

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