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| Keyboard |
| Yukon Wealth Management Inc
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|---|---|
| CRD # | 109413 |
| SEC # | 801-80908 |
| CIK # | 0002065849 |
| AUM | 467.4 M (2026-03-03) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 913-681-9200 |
| Address | 15050 Antioch Road Overland Park, KS 66221 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 3.8 | ||
| Alphabet Inc | 2.4 | ||
| Amazon Com Inc | 2.0 | ||
| Microsoft Corp | 1.8 | ||
| Apple Inc | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 50 | 15.0 |
| (b) Individuals (high net worth individuals) | 41 | 452.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 355 | 467.4 |
| By Discretionary | ||
| Discretionary | 355 | 467.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 355 | 467.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 467.4 | |
| Total | 355 | 467.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002065849] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Henry Bragg & Co LLC
✚
|
TX | 468.7 M |
|
Brown McLeod Inc
✚
|
AL | 468.2 M |
|
Flagstone Financial Management LLC
✚
|
NE | 467.8 M |
|
Fortitude Advisory Group LLC
✚
|
WA | 467.5 M |
|
RPS Advisory Solutions LLC
✚
|
KY | 467.0 M |
|
Coston McIsaac and Partners Inc
✚
|
ME | 466.9 M |
|
Seascape Capital Management LLC
✚
|
NH | 466.9 M |
|
Mark Sheptoff Financial Planning LLC
✚
|
CT | 466.5 M |
|
Wealthvalues LLC
✚
|
CA | 466.5 M |
|
Consilium Wealth Advisory LLC
✚
|
466.0 M |