Yendrey Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Yendrey Wealth Management is a small, co‑owned registered investment adviser that serves individuals — including high‑net‑worth clients — as well as trusts, estates, charitable organizations and business entities; the firm reports roughly 60 client relationships and just over $11 million in assets under management. It provides discretionary asset management alongside financial planning and consulting, documenting client goals and implementing ongoing portfolio monitoring and trading on clients’ behalf.
Portfolios are managed on a discretionary basis with investment programs tailored to each client’s stated objectives, time horizon, and risk tolerance; the firm cites the use of fundamental and technical analysis and may employ long‑term and short‑term purchases, trading, options, margin and leveraged strategies as appropriate. When engaged for financial planning, Yendrey reviews topics such as wills, estate and trust matters, taxes, qualified plans, insurance, retirement income and Social Security, and indicates plans are delivered within 90 days contingent on timely client documentation.
Distinctive operational features for a firm of this size include a two‑principal structure operating across multiple offices while maintaining custodial and execution arrangements with broker‑dealers that provide dedicated trading desks, block trading capability, electronic reporting and described soft‑dollar research/services. The firm does not vote client proxies (clients receive proxies directly and the adviser will provide recommendations upon request) and maintains a written Code of Ethics with quarterly reviews of affiliated persons’ personal trading.
Client services
Expertise
Fee options
Up to 2.00% annually
$150 per hour for financial planning and consulting
Main office
5606 North Navarro Suite 200 J
Victoria TX 77904
Advisors at this office
2
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Brian Y
Series 65
Victoria, TX
Yendrey Wealth Management LLC
Brian Yendrey is a financial advisor at Yendrey Wealth Management LLC in Victoria, Texas, holding a Series 65 designation with seven years of industry experience. He has been with Yendrey Wealth Management since 2017 and previously worked at Kawasaki of Victoria from 2012 to 2023. Yendrey Wealth Management is a co-owned registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm manages discretionary portfolios tailored to client objectives and offers financial planning and consulting services, employing both fundamental and technical analysis across various investment strategies.
Brandon Y
Series 65, Series 66
Victoria, TX
Yendrey Wealth Management LLC
Brandon Yendrey is a financial advisor at Yendrey Wealth Management LLC with eight years of industry experience. He holds Series 65 and Series 66 credentials and has worked in financial services since 2006, including roles at Ameriprise and Formosa. Brandon currently co-owns and operates Yendrey Wealth Management in Victoria, Texas. Yendrey Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, managing roughly $11 million in assets across about 60 client relationships. The firm offers discretionary asset management and financial planning services, tailoring investment programs based on client objectives, risk tolerance, and time horizon.
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