YUKON WEALTH MANAGEMENT, INC.
Firm details
- Headquarters
- OVERLAND PARK, Kansas
- CRD number
- 109413
- Registered since
- February 17, 2015
- Website
- yukoncm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI96.79%
- Individuals3.21%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Yukon Wealth Management, Inc. is an independent registered investment adviser organized as a corporation and SEC-registered since 2015. Ownership is listed as individual, and the firm describes itself as a capital allocator serving individual and family clients. Its fee model is primarily a percentage of assets under management, with other fee arrangements possible. Core advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers on behalf of clients. Yukon does not self-identify as an active ESG investor and is not reported as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds66%
- Exchange Traded Equities28%
- Investment Grade Corp Bonds6%
Contacts
2 of 2CATHERINE HOLLINGSWORTH
Director of OperationsCRD 6436407
JOHN HANAHAN
President & FounderCRD 2525066
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$168M in ETFs
88%
$149M
7%
$19.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $24.3M | 37,238 | 14.45% |
Location
OVERLAND PARK, KS
JOHNSON
Location
OVERLAND PARK, KS
Headquartered in OVERLAND PARK, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- JOHNSON
- Address
- 15050 Antioch Rd
- Time zone
- CT (UTC-6)
- Office locations
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