YES LIFE FINANCIAL

Overview

YES Life Financial is an independent, individually owned Registered Investment Adviser operating as an LLC that serves primarily individual and family clients. The firm positions itself as a capital allocator and delivers financial planning, discretionary portfolio management for individuals and small businesses, selection of other advisers, and client education through seminars and workshops. Fee arrangements include both a percentage-of-AUM component and fixed fees. Investment posture is equity‑tilted: the adviser reports a clear preference for exchange‑traded equities as the primary building block of client portfolios. The firm is not listed as an active ESG investor and operates on a single‑state basis according to available filings. As an allocator that uses third‑party managers, YES Life Financial appears to blend in‑house portfolio management with external manager selection when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices