Leonard W. Barry
YAHARA WEALTH MANAGEMENT LLC
Madison, WI 53717
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CRD#: 5079562
Professional summary
Leonard Williams Barry, CFP® is a registered financial advisor currently at YAHARA WEALTH MANAGEMENT LLC located in Madison, Wisconsin.
Leonard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Leonard has worked at 5 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) Name: Madison Expeditionary Learning Academy, Inc. Investment-Related: No. Address: 7558 Red Fox Trail, Madison, WI 53717. Nature: Educational programming. Position: Secretary and Treasurer. Start Date: June 2011. Approximate Hours Per Month: 1. Approximate Securities Trading Hours Per Month: 0. Duties: Maintain organization in good standing; administer bank account. (2) Name: East Madison Little League, Inc. Investment-Related: No. Address: P. O. Box 7053, Madison, WI 53707. Nature: Youth baseball and softball. Position: Treasurer. Start Date: November 2022. Approximate Hours Per Month: 5. Approximate Securities Trading Hours Per Month: 0. (3) Name: Leonard W. Barry. Investment Related: No. Address: 425 Mariscal Place, Fort Worth, TX 76131. Nature: Residential rental property. Position: Owner. Start Date: December 2021. Approximate Hours Per Month: 1. Approximate Securities Trading Hours Per Month: 0. Duties: Engage and oversee property management company.(4) Name: Leonard W. Barry. Investment-Related: No. Address: 6937 Meandering Creek Lane, Fort Worth, TX 76179. Nature: Residential rental property. Position: Owner. Start Date: April 2022. Approximate Hours Per Month: 1. Approximate Securities Trading Hours Per Month: 0. Duties: Engage and oversee property management company. (5) Name: Volunteer Badger Holdings, LLC. Investment Related: No. Address: Memphis, TN. Nature: Residential Real Property. Position: Managing Member. Start Date: July 2023. Approximate Hours Per Month: 1. Approximate Securities Trading Hours Per Month: 0. Duties: Engage and oversee property management company.
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2009
Experience
Current
September 9, 2013 - Present
YAHARA WEALTH MANAGEMENT LLC
Office #1: 725 Heartland Trail Suite 205, Madison, WI 53717RIA
CRD#: 168325
Madison, WI
Past
June 12, 2012 - September 9, 2013
WISCONSIN CAPITAL MANAGEMENT, LLC
RIA
CRD#: 110394
MADISON, WI
Past
December 20, 2011 - September 9, 2013
SVA WEALTH MANAGEMENT, LLC
RIA
CRD#: 159216
MADISON, WI
Past
April 18, 2006 - February 8, 2012
SVA WEALTH MANAGEMENT, INC.
RIA
CRD#: 105197
MADISON, WI
Past
January 20, 2006 - March 27, 2006
CUNA BROKERAGE SERVICES, INC.
RIA
CRD#: 13941
MADISON, WI
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Wisconsin(9/9/2013)
Current Firm
YW
YAHARA WEALTH MANAGEMENT LLC
YAHARA WEALTH MANAGEMENT LLC
CRD#: 168325 / SEC#:
Wisconsin
Registered Investment Advisory firm - (9/9/2013 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
725 Heartland Trail Suite 205, Madison, WI 53717
Mailing Address
Phone number
(608) 467-1010
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 261 |
| AUM (Assets Under Management) | $ 92,292,029 |
Red Flags
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Company Information
YAHARA WEALTH MANAGEMENT LLC
CRD#: 168325Madison, WI 53717TRUST BUT VERIFY
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