Brian Lewis Yates
Investment adviser representative at Asset One Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$982.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Asset One Wealth Management, LLCMar 2026 to now
- Pittsburgh Financial Planners, Inc.May 2016 to Mar 2026
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (PA).
Asset One Wealth Management, LLC
$982.5MAssets managed
1,173Clients
18Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2386154
- Firm CRD
- 336350