Yocum Wealth

Overview

Yocum Wealth is organized as a limited liability partnership with an individual owner and operates as a fee-based advisory firm charging a percentage of assets under management. Its core advisory services are financial planning, portfolio management for individuals and small businesses, and selection of third-party advisers, indicating a role that combines direct client advisory work with allocation to external managers. The firm identifies as a capital allocator and does not flag environmental, social, and governance (ESG) investing as part of its active approach. It is structured as a single-state adviser and is not positioned as a pension consultant or a related adviser to another registered entity.

Assets & Accounts

Investments & Alternatives

Location & Offices