SOURCE: DeYoe Wealth Management

DeYoe Wealth Management

October 21, 2013 11:07 ET

DeYoe Wealth Management Continues to Grow, Much Thanks to Their Clients

BERKELEY, CA--(Marketwired - Oct 21, 2013) - DeYoe Wealth Management, a Berkeley, California based independent wealth management firm, announced it has ranked #29 in the East Bay and #99 for the entire San Francisco Bay Area on the Business Times' list of the Fastest Growing Private Companies on October 18th, 2013.

The firm realized a 67.4% increase in revenue from 2010 to 2012, the period during which this year's rankings are calculated. The San Francisco Business Times partners with PricewaterhouseCoopers to conduct the research and produce the Top 100 Fastest Growing Private Companies Lists. All companies had to have been headquartered in the Bay Area, privately held between 2010 & 2012, and had revenues of more than $200,000 in fiscal year 2010. 

DeYoe Wealth Management was previously listed among the "Fastest Growing Private Companies" in both 2009 and 2012 (for growth the two prior years in each case) and continues to be listed annually in the San Francisco Business Times' & NABCAP's top wealth management firms in the San Francisco Bay Area (based on an evaluation of twenty different categories such as experience, credentials, assets under management, fee structure and philosophy among others).

"The SF Business Times' work to support the local business community is fantastic. The DeYoe Wealth Management family really appreciates their efforts to highlight small businesses like ours. I work with an incredible team. And, we get to work with great clients who really 'fit' with our style and philosophy," said Jonathan DeYoe of DeYoe Wealth Management. "The biggest 'Thank You' really goes out to our wonderful clients who continue to talk about us when they are with their friends and families. None of this is possible without them. It looks like this year's annual celebration had better be a good one!!!"

About DeYoe Wealth Management

Based in Berkeley, California, DeYoe Wealth Management is passionate about helping "citizens of the real world" pursue financial independence. The firm offers an ecosystem of advice that begins with comprehensive financial planning, includes customized asset and risk management solutions, and emphasizes financial education tailored to meet the needs of our clients and their families. Our objective is to help people maximize their Happiness Dividend, becoming financially successful while remaining true to themselves and maintaining their lifestyles and connections to their communities.

Jonathan K. DeYoe, AIF® & CPWA®, CA Insurance Lic# 0C21749, is a registered principal with securities and advisory services offered through LPL Financial, a registered Broker/Dealer, member FINRA/SIPC and a Registered Investment Advisor.

Follow @DeYoeWealth on Twitter and like their Facebook page for local events.

Contact Information

  • Contact:
    Nancy Wright Cooper
    DeYoe Wealth Management
    (510) 848-0012, ext. 103
    Email Contact