RIA Intel›Advisers›Maryland›YGC WEALTH, LLC

YGC WEALTH, LLC

Advisory

Data as of Mar 18, 2026 · Source: SEC Form ADV

Average account

$164K

across 92 accounts

AUM per adviser

$15M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM

$15M

Discretionary %

100%

Clients

37

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$15M

Discretionary AUM$15M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients37

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMD, NY, VA

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

37 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.

THE NLW CAPITAL GROUP LLC

$15M

BROWN ADVISORY SECURITIES, LLC

BALTIMORE, MD

$15M

MCCLELLAND WESLEY WEALTH MANAGEMENT, LLC

$15M

GARRITT FINANCIAL SOLUTIONS LLC

$16M

XGENX LLC

GAITHERSBURG, MD

$14M

-35.0% 1Y

GRF WEALTH MANAGEMENT, LLC

BETHESDA, MD

$16M

-59.2% 1Y

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