Your Ia, Llc
- Regulatory AUM
- $107M
- Discretionary
- $107M
- Clients
- 190
- Avg AUM / client
- $561K
- Accounts
- 272
- Employees
- 19
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 178 | $29.1M | 27.3% |
| High net worth individuals | 10 | $74.4M | 69.8% |
| Corporations and other businesses | 2 | $3.1M | 2.92% |
People (24)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Casey Scott Hales | Registered representative | Nov 2025 (1y) | ||
| Colby Jeremy Haupt | Registered representative | Nov 2025 (1y) | ||
| Christopher Lee Felton | Registered representative | Nov 2025 (1y) | ||
| Jason Lewis Wiseman | Registered representative | Dec 2025 (1y) | ||
| Chad Michael Tacia | Registered representative | Dec 2025 (1y) | ||
| Victoria Sablan Coleman | Registered representative | Jan 2026 (1y) | ||
| Garrett Steven Allen | Registered representative | Jan 2026 (1y) | ||
| George Gadzik | Registered representative | Jan 2026 (1y) | ||
| Jeffrey M Gapinski | Registered representative | Jan 2026 (1y) | ||
| Kyle Circuit Schilling | Registered representative | Feb 2026 (1y) | ||
| Karen F Ricketts | Registered representative | Feb 2026 (0y) | ||
| Gary R Fielding | Registered representative | Mar 2026 (0y) | ||
| Lam Thanh Giang | Registered representative | Mar 2026 (0y) | ||
| William Charles Richards | Registered representative | Mar 2026 (0y) | ||
| Bryce Jay Sutton | Registered representative | Mar 2026 (0y) | ||
| Dennis Charles Koenning | Registered representative | Apr 2026 (0y) | ||
| Kory David Hernandez | Registered representative | Apr 2026 (0y) | ||
| Alan Choi | Registered representative | Apr 2026 (0y) | ||
| William Charles Billings | Registered representative | Apr 2026 (0y) | ||
| Derrick Choi | Registered representative | May 2026 (0y) | ||
| Kenneth Der | Registered representative | May 2026 (0y) | ||
| Jason Robert Der | Registered representative | May 2026 (0y) | ||
| Richard Paul Schwab | Registered representative | Jun 2026 (0y) | ||
| Tyler J. Belnap | Registered representative | Jun 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/22/2026 | 1.32 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $107M (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 11, 2026.
View current Form ADV (SEC/IAPD) ↗