Brian Lewis Yates
Investment Adviser Representative at Asset ONE Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brian Lewis Yates is an investment adviser representative with Asset ONE Wealth Management, LLC in Bridgeville, PA, where they have been registered since 2026. They have worked in the securities industry since 2009 and have been registered with 4 firms, including Pittsburgh Financial Planners, Inc. and Muhlenkamp & Co Inc. They have passed 7 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Pennsylvania.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Pittsburgh Financial Planners, Inc.May 2016 – Mar 2026Bridgeville, PA
- Asset ONE Wealth Management, LLCMar 2026 – no end date reportedBridgeville, PA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Asset ONE Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth Planning, Investment Management (custom portfolios), Tax & Estate Strategy, and Family Office Services (tax, legal, and financial coordination in one place).
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 18
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Bellevue, WA
- SEC file number:
- 801-132828
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of October 1, 2026
View full firm profileOther advisors at Asset ONE Wealth Management, LLC
Showing 12 of 18 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brian Lewis Yates has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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