Transparency is foundational to a fiduciary relationship. The disclosures below are provided in accordance with applicable securities laws and regulations.
Youya Wealth LLC is a registered investment adviser registered with the New York State Department of Financial Services and notice-filed in California. Registration as an investment adviser does not imply any level of skill, training, or endorsement of the firm's investment advisory services by any regulatory authority. Clients and prospective clients should not interpret registration as an endorsement or approval of the quality of services provided by Youya Wealth LLC.
Youya Wealth LLC is registered as an investment adviser with the New York State Department of Financial Services and is notice-filed in California. Our current Form ADV Part 1 and Part 2A (Firm Brochure) are reproduced below and may be downloaded for your records.
The Form ADV describes our business practices, the services we offer, our fee schedules, our methods of analysis, sources of information, investment strategies, disciplinary history (none), other financial industry activities and affiliations, code of ethics, brokerage practices, review of accounts, client referrals, custody arrangements, and investment discretion, among other material information.
Part 1 contains information about the firm's business, ownership, clients, employees, affiliations, and any disciplinary events. Filed publicly with the SEC IARD system.
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Part 2A (the "Brochure") is the plain-language narrative describing our services, fees, conflicts of interest, and the qualifications of our advisory personnel. We will deliver this to all prospective clients prior to or at the time of entering into an advisory contract, and provide annual updates whenever the brochure is materially amended.
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For a printed copy or to request our Form ADV Part 2B (Brochure Supplements) covering individual advisors, please email team@youyawealth.com, call 888-818-9689, or write to us at:
Youya Wealth LLC
38-08 Union St, Suite 12F
Flushing, NY 11354
Form ADV filings are also publicly available through the SEC's Investment Adviser Public Disclosure (IAPD) database at adviserinfo.sec.gov.
Youya Wealth LLC charges advisory fees only. We are a fee-only registered investment adviser. We do not receive, and have never received, commissions, 12b-1 fees, referral fees, finder's fees, or any other form of compensation from third parties in connection with the investment products or services we recommend.
Our compensation is limited to the following categories:
No other forms of compensation are received. Specific fee schedules, billing procedures, and refund policies are fully described in our Form ADV Part 2A, available upon request.
Investing involves risk, including the potential loss of principal. The value of any investment may fluctuate due to market conditions, economic factors, changes in interest rates, currency exchange rates, geopolitical events, and other factors beyond our control or prediction.
Different types of investments involve varying degrees of risk. Equity securities are subject to market volatility and may lose value. Fixed income securities are subject to interest rate risk, credit risk, and inflation risk. International and emerging market investments carry additional risks related to currency fluctuation, political instability, and differing regulatory environments. Concentrated positions in a single security or sector carry heightened risk of loss.
Nothing on this website, in our written materials, or in conversations with our advisors should be interpreted as a guarantee that any investment strategy will achieve its objectives or avoid losses. All investment strategies have the potential for profit as well as loss. Clients should carefully consider their investment objectives, risk tolerance, time horizon, and financial situation before making any investment decision.
Past investment performance is not indicative of future results. No representation is made that any investment strategy, model portfolio, or approach described on this website or in our materials will achieve the same, similar, or any level of results in the future.
Any references to historical returns, portfolio characteristics, or projected outcomes are provided for illustrative purposes only. Actual client results will vary based on the timing of investments, fee levels, tax treatment, individual circumstances, and market conditions at the time of investment. There is no guarantee that any client will achieve a profit or avoid a loss.
Youya Wealth LLC does not guarantee the accuracy or completeness of any projections, illustrations, or hypothetical scenarios. Such materials are based on assumptions that may not materialize.
Articles, insights, commentary, and educational content published on this website are provided for informational and educational purposes only. They do not constitute investment advice, tax advice, legal advice, or any other form of professional advice, and should not be relied upon as such.
The information contained on this website is believed to be accurate as of the date of publication but may not reflect current developments in law, regulation, or market conditions. Tax laws, securities regulations, and financial planning rules change frequently; readers should verify current rules with qualified professionals before acting on any information found here.
Reading or using content on this website does not create an advisory relationship between the reader and Youya Wealth LLC. An advisory relationship is established only through a written advisory agreement executed between Youya Wealth LLC and the client.
Youya Wealth LLC is not responsible for, and does not endorse, the content of third-party websites linked from this site. Links to external sites are provided for convenience only.
In compliance with the SEC Marketing Rule (Rule 206(4)-1) under the Investment Advisers Act of 1940, Youya Wealth LLC does not publish client testimonials or endorsements on this website unless those testimonials meet all applicable requirements of the Marketing Rule, including required disclosures regarding compensation and conflicts of interest.
Any third-party recognition, awards, or rankings referenced on this website are provided for informational context only. Such recognition does not constitute a guarantee of future investment performance or client experience. The criteria and methodology used to determine any such recognition are available upon request.
If you have questions about any content on this website or our compliance practices, please contact us at team@youyawealth.com.