Dakota
Dakota
Book a Demo
Talk to an Expert

My Wealth Management, Inc.

EST. AUM
$178,713,141

CONTACTS

CLIENT ACCOUNTS
304

Firm Details

Metro area Washington, DC
CRD Number 168566
Website my-wealthmgmt.com
Client types

Overview

MY Wealth Management, Inc. is an independent Registered Investment Advisory (RIA) firm based in Maryland, founded in 2013 by Pete McGlaughlin and Jeff Yeakle. The firm traces its roots to 1978, when McGlaughlin established Tax Qualified Trusts, Inc. MY Wealth Management serves individuals age 50 and older, focusing on retirement preparation, wealth preservation, and legacy planning. The firm operates as a fiduciary, acting in the best interest of clients at all times.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy