Leonard Williams Barry
Investment adviser representative at Yahara Wealth Management LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$112MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Yahara Wealth Management LLCSep 2013 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (WI).
Yahara Wealth Management LLC
$112MAssets managed
63Clients
2Advisers
Under 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
- 5079562
- Firm CRD
- 168325