Asset Management & Business Advisory
YMA Investments LLC helps individuals and families across the United States manage real estate assets, navigate business decisions, and build long-term financial stability.
Talk to Us TodayWho We Are
YMA Investments LLC is a consulting and asset management firm based in Melbourne, Florida. We work with homeowners, families, and small businesses to manage real estate holdings, provide strategic business guidance, and support informed personal financial decision-making. Our team brings hands-on experience in property management, financial planning, and business operations.
We help clients manage and optimize their real estate holdings — from single properties to multi-asset portfolios — with practical, results-driven strategies.
We provide strategic consulting to small and mid-size businesses, helping owners make better decisions around operations, finance, and growth.
We guide families through financial planning, budgeting, and asset organization — helping build a clearer picture of their financial situation.
Every client is different. We take time to understand your specific situation and goals before recommending any course of action.
What We Offer
From managing real estate assets to guiding families through complex financial decisions, our services are designed to bring clarity and structure to your financial life.
Ongoing management and strategic oversight of residential real estate assets, including performance tracking and decision support.
Advisory services for clients navigating property-related decisions — from acquisition strategy to asset restructuring and disposition planning.
Hands-on advisory for small business owners covering financial management, operational efficiency, and strategic planning.
Personalized guidance to help families understand their financial position, organize their assets, and plan for the future.
We help clients understand complex financial agreements and property-related documents — ensuring informed decisions before signing.
For clients facing financial difficulty, we provide guidance on available options and help them communicate effectively with relevant parties.
Process
Our process is straightforward — we start by listening, then build a plan that fits your specific situation.
Reach out by phone, email, or through the portal. We'll schedule a no-obligation conversation to learn about your situation and goals.
We review your assets, business situation, or financial position and provide a clear assessment of where things stand.
We present practical recommendations tailored to your goals — clearly explained, with no pressure to proceed.
Once you decide on a path forward, we support you through execution — coordinating documentation, communications, and follow-up as needed.
We remain available as your situation evolves. Clients can reach us anytime by email or through the client portal.
Get in Touch
Have a question or want to explore how we can help? Reach out through any of the channels below — we respond within one business day.
(315) 386-6480
2520 Riverview Dr
Melbourne, FL 32904
Existing clients can also send messages and access documents directly through the client portal.
Legal & Policies
YMA Investments LLC provides consulting, asset management, and advisory services to individuals, families, and businesses. We do not sell physical goods. All services are provided under a signed consulting or service agreement between YMA Investments LLC and the client.
YMA Investments LLC is committed to transparent and fair dealings with every client. The following applies to fees charged in connection with our services:
Clients may cancel a pending service engagement at any time before commencement, with no penalty. Once services have begun:
YMA Investments LLC operates in compliance with applicable U.S. federal and state laws governing consulting and asset management services.
YMA Investments LLC may periodically offer promotional pricing or fee reductions. Any such offers:
YMA Investments LLC is committed to protecting the privacy of our clients. This policy describes how we collect, use, and protect your personal information.
YMA Investments LLC may update these policies at any time. Material changes will be communicated to active clients via email or the client portal.
Last updated: June 2026 · Questions? invest.yma@gmail.com