RIA Intel›Advisers›Pennsylvania›YOUR MONEY MATTERS WEALTH MANAGEMENT, LLC

YOUR MONEY MATTERS WEALTH MANAGEMENT, LLC

Advisory

SAYRE, PA

Data as of May 1, 2026 · Source: SEC Form ADV

Rank in PA

#1,482

of 1,528 advisers by AUM

Average account

$125K

across 11 accounts

AUM per adviser

$1M

1 advisers

Source: SEC Form ADV. Figures as filed May 1, 2026.

Total AUM

$1M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$1M

Discretionary AUM$1M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients10

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNY, PA

Succession Risk

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

See plansIncluded with the Intelligence plan

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

10 clients

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

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Advisers of similar size in PA

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

RODINO WEALTH MANAGEMENT LLC

$1M

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KING OF PRUSSIA, PA

$1M

NEWTOWN SQUARE, PA

$2M

BDB WEALTH ADVISORS LLC

$1M

TURNER INVESTMENTS LLC

$1M

GREEN LEAF ADVISORS LLC

NEW BETHLEHEM, PA

$1M

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