A complete list of active advisors currently associated with Yendrey Wealth Management LLC
Warmer can help you find a great advisor at Yendrey Wealth Management LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Yendrey Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Victoria, TX
| 8
| |
Victoria, TX
| 7
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)