A complete list of active advisors currently associated with Youya Wealth
Warmer can help you find a great advisor at Youya Wealth or one who fits your needs even better.
Youya Wealth LLC offers discretionary investment management and project-based financial planning to individuals, charitable organizations, and businesses, and states a standard account minimum that may be waived. However, the firm reported no assets under management and no clients as of April 2026. The firm frames portfolios around an asset-allocation approach informed by Modern Portfolio Theory and uses a mix of passive and active vehicles, mutual funds and ETFs, and may engage Outside Managers when appropriate. Youya also implements direct indexing and can allocate client assets to separately managed account strategies that may employ long/short positions, options, and margin, and it generally operates under discretionary trading authority with periodic account reviews. A distinctive feature disclosed in the brochure is the firm’s affiliation with Youya Law: one principal owns the law practice and the other is employed there, and the firms acknowledge financial incentives and potential conflicts when referring clients between advisory and legal services; legal services are offered separately and may be discounted in some cases. The firm is newly formed, maintains a two-advisor structure, operates on a fee-only AUM model, and combines on‑tape planning with access to more specialized investment techniques and an in‑house legal relationship — a combination that is uncommon among similar supported firms.
To learn more about the advisors currently working at Youya Wealth, 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.
You can also browse Youya Wealth's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Oak Park, CA
| 0
| |
Dix Hills, NY
| 9
|
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