YETI WEALTH MANAGEMENT GROUP, LLC
Firm details
- Headquarters
- GREENWOOD VILLAGE, 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, individual-owned RIA structured as an LLC that focuses on serving individual and family clients. The firm bills clients through a mix of percentage-of-AUM and fixed fees and provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. It reports no specialization in ESG investing, does not act as a capital allocator, and is not registered as a multi-state or newly formed 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
- Exchange Traded Equities89%
- Investment Grade Corp Bonds6%
- US Government Bonds3%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1THOMAS LITTLE
Chief Compliance OfficerCRD 6848130
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GREENWOOD VILLAGE, CO
ARAPAHOE
Location
GREENWOOD VILLAGE, CO
Headquartered in GREENWOOD VILLAGE, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- ARAPAHOE
- Address
- 6312 S Fiddlers Green Cir
- Time zone
- MT (UTC-7)
- Office locations
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