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| Yukon Wealth Management Inc
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| |
|---|---|
| CRD # | 109413 |
| SEC # | 801-80908 |
| CIK # | |
| AUM | $330.4 MM (2024-03-06) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 913-681-9200 |
| Address | 15050 Antioch Road Overland Park, KS 66221 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 29 | 1.8 |
| (b) Individuals (high net worth individuals) | 54 | 328.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 82 | 330.4 |
| By Discretionary | ||
| Discretionary | 79 | 328.6 |
| Non-Discretionary | 3 | 1.8 |
| Total | 82 | 330.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 330.4 | |
| Total | 82 | 330.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Freedom Fiduciaries LLC
✚
|
ID | 0.3 |
|
Trueblood Wealth Management LLC
✚
|
OH | 0.3 |
|
Reedmark Advisors LLC
✚
|
NJ | 0.3 |
|
Camarda Financial Advisors LLC
✚
|
FL | 0.3 |
|
Spielberger & Brooks Inc
✚
|
NY | 0.3 |
|
Santori & Peters Inc
✚
|
PA | 0.3 |
|
Petix & Botte Company
✚
|
CA | 0.3 |
|
Green Alpha Advisors LLC
✚
|
CO | 0.3 |
|
Womack Wealth Management Inc
✚
|
CA | 0.3 |
|
Giverny Capital Advisors LLC
✚
|
NJ | 0.3 |