Rafael J. Yurk

ASSET ONE WEALTH MANAGEMENT

BRIDGEVILLE, PA 15017

CRD#: 8030522

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Professional summary

Rafael J. Yurk is a registered financial advisor currently at ASSET ONE WEALTH MANAGEMENT, LLC located in Bridgeville, Pennsylvania.

Rafael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Rafael has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rafael J. Yurk's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 3, 2026 - Present

ASSET ONE WEALTH MANAGEMENT, LLC

Office #1: 1195 Washington Pike Ste 330, Bridgeville, PA 15017

RIA

CRD#: 336350

BRIDGEVILLE, PA

Past

January 13, 2025 - March 17, 2026

PITTSBURGH FINANCIAL PLANNERS, INC.

RIA

CRD#: 14155

BRIDGEVILLE, PA

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

Pennsylvania
(4/3/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/22/2024

Uniform Investment Adviser Law Examination

Current Firm

ASSET ONE WEALTH MANAGEMENT, LLC

AK WEALTH MANAGEMENT | ASSET ONE WEALTH MANAGEMENT, LLC

CRD#: 336350 / SEC#: 801-132828

RIA

Registered Investment Advisory firm - (6/6/2025 120-Day Approval)

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Contact information

Main Address

11201 Se 8th Street, Suite 105, Bellevue, WA 98004

Mailing Address

Phone number

(425) 504-830

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A DISCLOSURE BROCHURE (11/10/2025)

Regulatory assets under management

Total Number of Accounts	1,754
AUM (Assets Under Management)	$ 435,591,345

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Rafael J. Yurk

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rafael J. Yurk's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASSET ONE WEALTH MANAGEMENT, LLC

PITTSBURGH FINANCIAL PLANNERS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/22/2024

Current Firm

ASSET ONE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASSET ONE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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