OVERLAND PARK, KSCRD 109413Latest ADV March 3, 2026
Yukon Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Overland Park, KS. Its latest Form ADV filing, dated March 3, 2026, reports $467M in regulatory assets under management, 4 employees, and 355 accounts.
Assets Under Management
$467M
Employees
4
Offices
--
Total Clients
91
Primary office
OVERLAND PARK, KS
15050 ANTIOCH ROAD, SUITE 101, OVERLAND PARK, KS, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.9% of total clients.
Top client categories% of clientsClients
1
Individuals
54.9%
50
2
HNWI
45.1%
41
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$467Mas of March 3, 2026
Discretionary100.0%
$467M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$467M
Total Accounts355
10Y AUM Change+$300M (+179.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee23:1
10Y Employee Change+2 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.