Yoakum Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 307916
- Website
- www.yoakumwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI90.9%
- Individuals9.1%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Yoakum Wealth Management is a small, independent RIA operated as a sole proprietorship with an individual owner. The firm serves individual and family clients and offers financial planning and portfolio management services, including work with small-business owner accounts. Compensation comes through a percentage-of-AUM fee schedule supplemented by hourly charges for advisory work. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 Funds60%
- Exchange Traded Equities29%
- State & Local Bonds8%
- Cash & Cash Equivalents3%
Contacts
1 of 1
Jeffrey Yoakum
PrincipalCRD 2345102
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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