Yocum Wealth

Overview

Yocum Wealth is a small limited liability partnership operated under individual ownership that provides advisory services to individuals and small businesses. Its stated activities center on financial planning, discretionary portfolio management for individuals and small businesses, and the selection/oversight of outside advisers. The firm charges clients based on a percentage of assets under management and positions itself as a capital allocator, directing client capital to third-party managers when appropriate. The firm does not identify as an active ESG investor and is not described as a multi-state adviser. Its classification is listed as unclassified, and it is not portrayed as a newly formed adviser. The combination of fee-for-AUM compensation and delegated manager selection suggests an advisory model that mixes in-house planning and portfolio oversight with outsourced manager expertise.

Investments & Alternatives

Location & Offices