Bridgeville, PA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$940,981,021
ClientsTotal clients
1,170
AdvisorsAdvisors at this office
3
Of 18 advisors across 9 offices
Location
1195 Washington Pike, Suite 100
Bridgeville PA 15017
Advisors at this office
3
Advisors at this office
Stephen B
CFA®, Series 66
Bridgeville, PA
Asset One Wealth Management, LLC
Stephen Bierker is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He currently serves at Asset One Wealth Management, LLC and previously worked for Pittsburgh Financial Planners, Inc. for 10 years. He is also the managing member of SGBIER ENTERPRISES, LLC, which provides business consulting services. Asset One Wealth Management is an SEC-registered firm offering discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, business entities, and charitable organizations. The firm combines strategic asset allocation with long-term investment strategies and family-office style coordination for clients with significant assets.
Rafael Y
Series 65
Bridgeville, PA
Asset One Wealth Management, LLC
Rafael Yurk is a Series 65-credentialed advisor at Asset One Wealth Management, LLC with one year of industry experience. Prior to joining Asset One, he worked at Pittsburgh Financial Planners, Inc. and held roles at the University of Pittsburgh and Pennsylvania State University. Asset One Wealth Management is an SEC-registered firm providing discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, business entities, and charitable organizations. The firm employs a customized strategic asset allocation and a long-term buy-and-hold investment approach, offering family-office style coordination for clients with at least $2 million in assets.
Brian Y
CFP®, Series 63, Series 65
Bridgeville, PA
Asset One Wealth Management, LLC
Brian Yates is a CFP® professional with 31 years of industry experience, currently serving at Asset One Wealth Management, LLC. He previously worked for Pittsburgh Financial Planners, Inc. for 10 years. Outside of finance, he is involved in lacrosse as a minority member of Triple Threat Lacrosse LLC and coaches with Iron City Lacrosse Club. Asset One Wealth Management provides discretionary investment management, financial planning, and retirement plan consulting to a range of clients including individuals, trusts, and business entities. The firm customizes strategic asset allocations based on client risk profiles and offers family-office style coordination for clients with significant assets.
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