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| Happy Holidays!! thanks for using AUM13F!! |
| Yukon Wealth Management Inc
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| CRD # | 109413 |
| SEC # | 801-80908 |
| CIK # | 0002065849 |
| AUM | $392.0 M (2025-03-28) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 913-681-9200 |
| Address | 15050 Antioch Road Overland Park, KS 66221 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002065849 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 23.5 | ||
| Apple Inc | 19.6 | ||
| Microsoft Corp | 9.9 | ||
| Amazon Com Inc | 6.0 | ||
| Mastercard Inc | 4.4 | ||
| Alphabet Inc | 3.8 | ||
| Union Pacific Corp | 3.1 | ||
| Netflix Inc | 2.7 | ||
| J P Morgan Chase & Co | 2.6 | ||
| Broadcom Inc | 2.6 | ||
| Costco Wholesale Corp /NEW | 2.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 50 | 98.0 |
| (b) Individuals (high net worth individuals) | 33 | 294.0 |
| (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 | 349 | 392.0 |
| By Discretionary | ||
| Discretionary | 349 | 392.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 349 | 392.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 392.0 | |
| Total | 349 | 392.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002065849] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Financial Asset Management Corp
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|
NY | 0.4 |
|
Bridge City Capital LLC
✚
|
OR | 0.4 |
|
Newton One Investments LLC
✚
|
DE | 0.4 |
|
Pacific Ridge Capital Partners LLC
✚
|
OR | 0.4 |
|
Planned Financial Services LLC
✚
|
OH | 0.4 |
|
Ceera Investments LLC
✚
|
0.4 | |
|
Coquina Private Wealth LLC
✚
|
FL | 0.4 |
|
C C Dunnavan & Co Inc
✚
|
MN | 0.4 |
|
Sharp Wealth Advisory LLC
✚
|
PA | 0.4 |
|
Jeffrey N Mehler CFP LLC
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|
CT | 0.4 |