Brand profile · Financial Services

York Wealth Management

York Wealth Management runs a Financial Services operation from Sydney, New South Wales. Privately held, at yorkwealth.com.au. It holds two addresses on record, all in Australia. It employs 3 people, on the record. It lists superannuation, wealth management and trading among its specialties. One Australian registration (ABN) is a confirmed match. The record links ten similar brands, most of them in Financial Services.

Profile live Privately Held Founded 2015 1 entity ABN 1 office country
Registry verified · ABR

Key facts

Counted staff
3
self-reported 2–10 band
Founded
2015
11 years
Legal entities
1
ABR
Office countries
1
2 addresses
Funding rounds
None on record
Company type
Privately Held
self-reported
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Legal entity

1 brand → 1 confirmed entity
  • YORK WEALTH MANAGEMENT PTY LTD

    ABN46605610679

    NSWHigh confidenceMatched on exact nameABR

Legal entities

York Wealth Management: 1 registry entityYork Wealth Management is linked to 1 registry entity: YORK WEALTH MANAGEMENT PTY LTD (ABN 46605610679, candidate).York Wealth ManagementYORK WEALTH MANAGEMENTPTY LTDABN 46605610679Candidate · High confidence
Show as table · York Wealth Management: 1 registry entity
York Wealth Management: 1 registry entity
YORK WEALTH MANAGEMENT PTY LTDABN 46605610679
Confirmed matches0 of 1

A candidate is a name match on the registry, not a confirmed identity, and two candidates are ambiguity rather than a corporate structure.

Description

York Wealth Management is a boutique financial advisory firm specialising in high-net-worth individuals, business owners, and professionals.

With expertise in investment management, financial planning, and corporate finance, York helps clients structure, grow, and protect their wealth across generations.

Clients benefit from tailored investment strategies designed to align with their financial ambitions while minimising risk and maximising returns.

Specialties

All 7 specialties
  • Wealth Management
  • Brokerage
  • Corporate Finance
  • Trading
  • superannuation
  • investmentmanagement
  • fiancialservices

Locations

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
Show as table · Offices in 1 country
Offices in 1 country
Countries1
Primary countryAU

All codes: AU

Addresses

  • AU1 Macquarie St; Level 36; Sydney, New South Wales 2000Primary
  • AU10 Eagle St; Level 19; Brisbane City, Queensland 4000

Grid intelligence Members

Spending power

TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.

Spending power

Signals & hiring

Hiring, headcount and registry-change signals, streamed to members.

Latest signal
Hiring activity
Headcount trend

Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss

People & contacts

2 employee profiles on record · names withheld.

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The people relation is never requested, so there is nothing here to unlock.

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FAQ

Which legal entity operates under York Wealth Management?

One New South Wales entity on the ABR: YORK WEALTH MANAGEMENT PTY LTD (ABN 46 605 610 679), high confidence.

How many people work at York Wealth Management?

3 counted staff profiles at January 2026, inside the self-reported 2–10 band.

Where does York Wealth Management have offices?

Two addresses on record, Australia only. Primary: 1 Macquarie St, Level 36, Sydney, New South Wales 2000.

Has York Wealth Management raised funding?

None linked to this brand.

What does York Wealth Management list as its specialties?

Seven tags on the brand's own list, among them superannuation, wealth management and trading.

Which companies are listed alongside York Wealth Management?

17 profiles list York Wealth Management as a peer — 94th percentile in Financial Services. It lists ten peers of its own. Beresfords Wealth Management and Wealth Simplicity list it back.

What is York Wealth Management's website?