YMW Advisors Employee Directory

Q: What is YMW Advisors known for?

YMW Advisors was founded in 2001. YMW Advisors operates in the Financial Services industry.

Q: How many employees does YMW Advisors have currently?

YMW Advisors has approximately 14 employees.

Financial ServicesCalifornia, United States11-50 Employees

Founded in 2001, YMW Advisors, a fee-only, Registered Investment Advisor and Financial Life Management firm that provides our clients with financial planning and investment advisory services.

We are committed to our clients’ overall financial health through our training and practice of behavioral finance and financial psychology. We believe there is nothing more personal than a person’s relationship with money, other than family and personal relationships. We want to help educate people so they have a healthy  relationship with money.

Find YMW Advisors employees' phone numbers or email addresses

YMW Advisors Global Highlights

North America
13

United States Of America
13

YMW Advisors's Leadership

D. R.
Vice President Operations
Mobile Phone
Email
J. G.
Managing Partner
Mobile Phone
Email
N. M.
Managing Partner
Mobile Phone
Email
K. A.
Director Of Operations
Mobile Phone
Email
B. K.
Managing Principal
Mobile Phone
Email
G. J.
Financial Planner
Mobile Phone
Email

YMW Advisors Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from YMW Advisors

Name

Title

Contact Info

Location

Last Update

J. G.
Managing Partner
Mobile Phone
Email
United StatesFlorida
Dec 13, 2024
N. M.
Managing Partner
Mobile Phone
Email
United StatesFlorida
Oct 26, 2025
D. R.
Vice President Operations
Mobile Phone
Email
United StatesFlorida
Apr 30, 2024
K. A.
Director Of Operations
Mobile Phone
Email
United States
Nov 11, 2025
B. K.
Managing Principal
Mobile Phone
Email
United StatesColorado
Feb 19, 2026
G. J.
Financial Planner
Mobile Phone
Email
United StatesFlorida
Nov 12, 2025

Frequently Asked Questions

What is YMW Advisors known for?

YMW Advisors was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 301 California Drive #9 Burlingame, California 94010 United States; you can contact the main corporate office by phone at

+1-650-344-****

. Explore YMW Advisors's company overview page for more information.

What is YMW Advisors's most common email format?

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

How many employees does YMW Advisors have currently?

YMW Advisors has approximately 14 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are YMW Advisors's key employees and leadership?

As of February 2026, YMW Advisors's key employees include:

Vice President Operations: D. R.
Managing Partner: J. G.
Managing Partner: N. M.
Director Of Operations: K. A.
Managing Principal: B. K.

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