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, SEC‑registered advisory corporation that provides wealth management and financial planning to individual and family clients. The firm acts as a capital allocator, combining direct portfolio management with selection of third‑party advisers and external managers. Core advisory services listed include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and manager selection. Yukon charges fees based on a percentage of assets under management (and other fee arrangements) and does not position itself as an ESG‑focused adviser. The firm registered with the SEC in 2015 and is owned by an individual.
Assets & Accounts
Public Holdings
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 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 175Active vs passive
$478M in ETFs
87%
$417M
5%
$60.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $33.3M | 44,495 | 6.98% |
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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