Yeti Wealth Management Group, LLC
Firm details
- Headquarters
- Highlands Ranch, Colorado
- CRD number
- 338425
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Yeti Wealth Management Group, LLC is an independent, individually owned registered investment adviser that serves individual and family clients. The firm charges a mix of percentage-of-assets and fixed fees and provides core advisory services including financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not position itself as a capital allocator and is not identified as an active ESG investor or a multistate adviser in the source data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities89%
- Investment Grade Corp Bonds6%
- US Government Bonds3%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Thomas Little
Chief Compliance OfficerCRD 6848130
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Highlands Ranch, CO
Douglas
Location
Highlands Ranch, CO
Headquartered in Highlands Ranch, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Douglas
- Address
- 1745 Shea Ctr
- Time zone
- MT (UTC-7)
- Office locations
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