RIA Intel›Advisers›Ohio›YOUR WEALTH FINANCIAL SOLUTIONS, LLC

YOUR WEALTH FINANCIAL SOLUTIONS, LLC

Advisory

Data as of Feb 4, 2026 · Source: SEC Form ADV

Average account

$92K

across 116 accounts

AUM per adviser

$11M

1 adviser

Source: SEC Form ADV. Figures as filed Feb 4, 2026.

Total AUM

$11M

Discretionary %

100%

Clients

41

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$11M

Discretionary AUM$11M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients41

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

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

41 clients

1 high-net-worth

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

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Advisers of similar size in OH

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

INTEGRATED RETIREMENT INVESTMENT SOLUTIONS, LLC

$11M

GREAT LAKES FINANCIAL COMPANIES INC.

TWINSBURG, OH

$11M

TAVCO FINANCIAL ADVISORY, INC

SPRINGFIELD, OH

$10M

MARSH FINANCIAL GROUP, INC.

$10M

IDEAS IN FINANCE

$11M

KOEPF FINANCIAL GROUP L.L.C

$11M

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