YellowWood Wealth Solutions Email Formats

Investment Management • 1515 Mockingbird Ln, Suite 880, United States • 1-10 Employees

YellowWood Wealth Solutions Email Formats

YellowWood Wealth Solutions uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@yellowwoodwealth.com), used 55.6% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@yellowwoodwealth.com	55.6%
{first name}.{last name}	john.doe@yellowwoodwealth.com	44.4%

Key Contacts at YellowWood Wealth Solutions

Jason Rericha

Managing Director - Wealth Solutions

Les Watson

Managing Director, Wealth Solutions

Company overview

Headquarters	1515 Mockingbird Ln, Suite 880, Charlotte, North Carolina 28209, US
Phone number	+18666868462
Website	yellowwoodwealth.com
NAICS	5231
SIC	628
Keywords	Wealth Management, Financial Planning, Retirement Income Solutions
Founded	2018
Employees	1-10
Socials

About YellowWood Wealth Solutions

At YellowWood, we understand that life is dynamic and your financial needs will change. In order to address those unique and changing needs, we take a holistic approach for effective wealth management. Through our team’s extensive experience in insurance, retirement and estate planning, account management, and more, our goal is to help our clients use their financial resources to live the best life possible. Investment Advisory Services offered through tru Independence Asset Management, LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission located at 15350 SW Sequoia Parkway, Suite 250, Portland, OR 97224 (971) 371-3450. Certain representatives of YellowWood Wealth Management, LLC are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC. Located at 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800) 637-3211.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

C-Suite

Employees by Department

YellowWood Wealth Solutions has 6 employees across 2 departments.

Departments

Number of employees

Funding Data

YellowWood Wealth Solutions has never raised funding before.

YellowWood Wealth Solutions Tech Stack

Discover the technologies and tools that power YellowWood Wealth Solutions's digital infrastructure, from frameworks to analytics platforms.

GoDaddy

Hosting

Nginx

Reverse proxies

Microsoft 365

Frequently asked questions

YellowWood Wealth Solutions is located in 1515 Mockingbird Ln, Suite 880, US.

You can reach YellowWood Wealth Solutions at +18666868462.

YellowWood Wealth Solutions was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.

YellowWood Wealth Solutions has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at YellowWood Wealth Solutions

Jason Rericha

Managing Director - Wealth Solutions

Les Watson

Managing Director, Wealth Solutions

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