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YellowWood Wealth Solutions, LLC Employee Directory

Investment ManagementNorth Carolina, United States2-10 Employees

YellowWood Wealth Solutions, LLC is an investment management firm based in Charlotte, North Carolina. It pursues a holistic approach to wealth management, aiming to address evolving financial needs by integrating expertise across insurance, retirement and estate planning, and account management to help clients use their resources toward their life goals.

Its investment advisory services are provided through tru Independence Asset Management, LLC, a registered investment adviser with the U.S. Securities and Exchange Commission. Some YellowWood representatives are registered to offer securities through APW Capital, Inc. In 2018, YellowWood joined the tru Independence platform, marking a notable development in its service model.

Find YellowWood Wealth Solutions, LLC employees' phone numbers or email addresses

YellowWood Wealth Solutions, LLC Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

YellowWood Wealth Solutions, LLC's Leadership

  • Stylized image of a person
    A. T.
    Founder & Portfolio Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. R.
    Managing Director - Wealth Solutions
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. K.
    Wealth Management
    Phone icon
    Mobile Phone

YellowWood Wealth Solutions, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from YellowWood Wealth Solutions, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. T.
    Founder & Portfolio Manager
    Phone icon
    Mobile Phone
    Apr 15, 2026
  • Stylized image of a person
    J. R.
    Managing Director - Wealth Solutions
    Phone icon
    Mobile Phone
    Jul 15, 2026
  • Stylized image of a person
    M. K.
    Wealth Management
    Phone icon
    Mobile Phone
    Mar 24, 2026

Frequently Asked Questions

What is YellowWood Wealth Solutions, LLC known for?

Minus sign iconPlus sign iconYellowWood Wealth Solutions, LLC was founded in 2018 operates in the Investment Management industry. Explore YellowWood Wealth Solutions, LLC's company overview page for more information.

What is YellowWood Wealth Solutions, LLC's most common email format?

Minus sign iconPlus sign iconYellowWood Wealth Solutions, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more YellowWood Wealth Solutions, LLC email formats with LeadIQ.

How many employees does YellowWood Wealth Solutions, LLC have currently?

Minus sign iconPlus sign iconYellowWood Wealth Solutions, LLC has approximately 9 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are YellowWood Wealth Solutions, LLC's key employees and leadership?

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As of July 2026, YellowWood Wealth Solutions, LLC's key employees include:

  • Founder & Portfolio Manager: A. T.
  • Managing Director - Wealth Solutions: J. R.
  • Wealth Management: M. K.

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