Youya Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Average account size
—
About
Youya Wealth provides investment management and project‑based financial planning to individuals, high‑net‑worth clients, charitable organizations, and businesses. The firm operates on a fee‑only basis and offers discretionary portfolio management for individual accounts while referring clients to third‑party professionals and outside investment managers as needed.
Youya’s investment approach combines Modern Portfolio Theory with a mix of passive and active strategies and can implement direct indexing and separately managed accounts, including long/short techniques, with asset allocation tailored to client goals, risk tolerance, and tax considerations. Financial planning engagements are delivered as one‑time, project‑based written plans, and the firm accepts both fixed‑price and hourly arrangements for those services.
A distinctive feature is the firm’s affiliation with an in‑house law practice that provides estate and trust services; the brochure discloses the referral relationship and notes clients are not obligated to use the law practice. The firm also formally documents selection of other advisers and outside managers as part of its service model and does not act as an adviser to private funds, positioning its practice around individualized portfolios and third‑party manager relationships.
Client services
Expertise
Fee options
Project-based financial planning fixed fee ranges from $5,000 to $20,000.
$0 - $3,000,000: 1% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.5% $10,000,001+: 0.2%
$500 per hour for project-based financial planning.
Account minimum: $1,000,000 Fee-only: Fee-only firm; compensation solely from clients; no commissions or sales-related compensation.
Main office location
Youya Wealth
Dix Hills NY, United States
Number of offices
1
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
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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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
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