YellowWood Wealth Solutions, LLC Employee Directory

Q: What is YellowWood Wealth Solutions, LLC known for?

YellowWood Wealth Solutions, LLC was founded in 2018. YellowWood Wealth Solutions, LLC operates in the Investment Management industry.

Investment ManagementNorth Carolina, United States2-10 Employees

At YellowWood, we understand that life is dynamic and your financial needs will change. In order to address those unique and changing needs, we take a holistic approach for effective wealth management. Through our team’s extensive experience in insurance, retirement and estate planning, account management, and more, our goal is to help our clients use their financial resources to live the best life possible.

Investment Advisory Services offered through tru Independence Asset Management, LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission located at 15350 SW Sequoia Parkway, Suite 250, Portland, OR 97224 (971) 371-3450. Certain representatives of YellowWood Wealth Management, LLC are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC. Located at 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800) 637-3211.

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

YellowWood Wealth Solutions, LLC Global Highlights

North America
10

United States Of America
10

Africa
1

South Africa
1

YellowWood Wealth Solutions, LLC's Leadership

A. T.
Founder & Portfolio Manager
Mobile Phone
Email
J. R.
Managing Director - Wealth Solutions
Mobile Phone
Email
L. W.
Managing Director, Wealth Solutions
Mobile Phone
Email
L. W.
Managing Director, Wealth Solutions
Mobile Phone
Email
M. L.
Wealth Management Associate
Mobile Phone
Email
L. O.
Wealth Management Associate
Mobile Phone
Email
M. K.
Wealth Management
Mobile Phone
Email
T. W.
Associate, Wealth Management
Mobile Phone
Email

YellowWood Wealth Solutions, LLC Employee Metrics

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50%

0%

2026

2025

2024

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from YellowWood Wealth Solutions, LLC

Name

Title

Contact Info

Location

Last Update

A. T.
Founder & Portfolio Manager
Mobile Phone
Email
South AfricaWestern Cape
Oct 22, 2025
J. R.
Managing Director - Wealth Solutions
Mobile Phone
Email
Oct 25, 2025
L. W.
Managing Director, Wealth Solutions
Mobile Phone
Email
United StatesNorth Carolina
May 19, 2025
L. W.
Managing Director, Wealth Solutions
Mobile Phone
Email
United StatesNorth Carolina
May 19, 2025
M. L.
Wealth Management Associate
Mobile Phone
Email
United StatesNorth Carolina
Oct 26, 2025
L. O.
Wealth Management Associate
Mobile Phone
Email
United StatesNorth Carolina
Nov 11, 2025
M. K.
Wealth Management
Mobile Phone
Email
Nov 10, 2025
T. W.
Associate, Wealth Management
Mobile Phone
Email
United StatesNorth Carolina
Sep 11, 2025
K. M.
Operation Specialist
Mobile Phone
Email
United StatesFlorida
Oct 20, 2025

Frequently Asked Questions

What is YellowWood Wealth Solutions, LLC known for?

YellowWood Wealth Solutions, LLC was founded in 2018 operates in the Investment Management industry. The company's main headquarters is located in 1523 Elizabeth Avenue, Suite 210. Explore YellowWood Wealth Solutions, LLC's company overview page for more information.

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

YellowWood 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?

YellowWood Wealth Solutions, LLC has approximately 9 employees as of January 2026. These team members are located across 2 continents, including North AmericaAfrica.

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

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

Founder & Portfolio Manager: A. T.
Managing Director - Wealth Solutions: J. R.
Managing Director, Wealth Solutions: L. W.
Managing Director, Wealth Solutions: L. W.
Wealth Management Associate: M. L.

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