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Building 2YUKON WEALTH MANAGEMENT, INC.

Map pinOVERLAND PARK, KS
Phone913-681-9200
NotebookSEC #801-80908
Total AUM
$467.4M
Employees
4
Clients
91

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15050 ANTIOCH ROAD
SUITE 101
OVERLAND PARK
KS 66221
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
913-681-9200

ReceiptFinancials

Total AUM
$467.4M
Accounts
355
Discretionary
$467.4M
Accounts
355
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
50
AUM
$15M
HNW Individual Clients
41
AUM
$452.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
CONSULTING

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
KSLAMONETX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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