Leonard Williams Barry

Employer firm

Yahara Wealth Management LLC CRD 168325

$112M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → Present
  Yahara Wealth Management Llc
  Madison, WI

Previous Registrations

• 2012-06-12 → 2013-09-09
  Wisconsin Capital Management, Llc
  Madison, WI
• 2011-12-20 → 2013-09-09
  Sva Wealth Management, Llc
  Madison, WI
• 2006-04-18 → 2012-02-08
  Sva Wealth Management, Inc.
  Madison, WI
• 2006-01-20 → 2006-03-27
  Cuna Brokerage Services, Inc.
  Madison, WI

Other Businesses

(1) Name: Madison Expeditionary Learning Academy, Inc. Investment-Related: No. Address: 7558 Red Fox Trail, Madison, WI 53717. Nature: Educational programming. Position: Secretary and Treasurer. Start Date: June 2011. Approximate Hours Per Month: 1. Approximate Securities Trading Hours Per Month: 0. Duties: Maintain organization in good standing; administer bank account. (2) Name: East Madison Little League, Inc. Investment-Related: No. Address: P. O. Box 7053, Madison, WI 53707. Nature: Youth baseball and softball. Position: Treasurer. Start Date: November 2022. Approximate Hours Per Month: 5. Approximate Securities Trading Hours Per Month: 0. (3) Name: Leonard W. Barry. Investment Related: No. Address: 425 Mariscal Place, Fort Worth, TX 76131. Nature: Residential rental property. Position: Owner. Start Date: December 2021. Approximate Hours Per Month: 1. Approximate Securities Trading Hours Per Month: 0. Duties: Engage and oversee property management company.(4) Name: Leonard W. Barry. Investment-Related: No. Address: 6937 Meandering Creek Lane, Fort Worth, TX 76179. Nature: Residential rental property. Position: Owner. Start Date: April 2022. Approximate Hours Per Month: 1. Approximate Securities Trading Hours Per Month: 0. Duties: Engage and oversee property management company. (5) Name: Volunteer Badger Holdings, LLC. Investment Related: No. Address: Memphis, TN. Nature: Residential Real Property. Position: Managing Member. Start Date: July 2023. Approximate Hours Per Month: 1. Approximate Securities Trading Hours Per Month: 0. Duties: Engage and oversee property management company.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-01-19

Designations

• Certified Financial Planner