Where are Yahara Wealth Management LLC employees located globally?

Yahara Wealth Management LLC has employees across 1 continents and 1 countries including United States Of America.

How has Yahara Wealth Management LLC's team size changed over time?

Yahara Wealth Management LLC's team has remained stable from approximately 2 to 2 employees based on available data.

Yahara Wealth Management LLC Employee Directory

Investment ManagementWisconsin, United States2-10 Employees

Yahara Wealth Management LLC is a small investment management firm based in Madison, Wisconsin. It operates as a fee-only financial advisory practice. The firm focuses on emergency physicians and other high-income professionals. Its services include tax-efficient investment management, retirement planning, and comprehensive financial planning tailored to the needs of these professionals.

In the landscape of investment management, Yahara Wealth Management serves a niche market of physician and high-earning professional clients. Based in Madison, the firm operates within Wisconsin to provide integrated planning and investment guidance for its clients.

Yahara Wealth Management LLC Global Highlights

North America
4

United States Of America
4

Yahara Wealth Management LLC's Leadership

S. B.
Founder And President
Mobile Phone
Email
L. W. B.
Founding Partner | Wealth Advisor
Mobile Phone
Email
A. C.
Partner | Wealth Advisor
Mobile Phone
Email
A. C. C.
Associate Wealth Advisor
Mobile Phone
Email

Yahara Wealth Management LLC Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Yahara Wealth Management LLC

Name

Title

Contact Info

Location

Last Update

L. W. B.
Founding Partner | Wealth Advisor
Mobile Phone
Email
United StatesWisconsin
Sep 10, 2025
A. C.
Partner | Wealth Advisor
Mobile Phone
Email
United StatesWisconsin
Mar 24, 2026
S. B.
Founder And President
Mobile Phone
Email
Oct 16, 2024
A. C. C.
Associate Wealth Advisor
Mobile Phone
Email
Oct 18, 2024

Frequently Asked Questions

What is Yahara Wealth Management LLC known for?

Yahara Wealth Management LLC was founded in 2013 operates in the Investment Management industry. The company's main headquarters is located in 725 Heartland Trail Suite 205 Madison, Wisconsin 53717 United States. Explore Yahara Wealth Management LLC's company overview page for more information.

What is Yahara Wealth Management LLC's most common email format?

Yahara Wealth Management LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Yahara Wealth Management LLC email formats with LeadIQ.

How many employees does Yahara Wealth Management LLC have currently?

Yahara Wealth Management LLC has approximately 2 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Yahara Wealth Management LLC's key employees and leadership?

As of May 2026, Yahara Wealth Management LLC's key employees include:

Founder And President: S. B.
Founding Partner | Wealth Advisor: L. W. B.
Partner | Wealth Advisor: A. C.
Associate Wealth Advisor: A. C. C.

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Yahara Wealth Management LLC Employee Directory

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