YUKON WEALTH MANAGEMENT, INC.
Adviser information for YUKON WEALTH MANAGEMENT, INC. last updated from Form ADV on March 6th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Kansas, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 79 | $328.6M |
| Non-Discretionary | 3 | $1.8M |
| Total | 82 | $330.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 29 | $1.8M |
| HNW Individuals | 54 | $328.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMCONSULTING |
Identifiers
| SEC RIA File Number | 801-80908 |
|---|---|
| SEC ERA File Number | 801-80908 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 109413 |
| Legal Entity Identifier | None |
Principal Office
15050 ANTIOCH ROADSUITE 101
OVERLAND PARK
KS
United States
Monday - Friday, 8AM TO 5PM
Tel: 913-681-9200, Fax: 913-956-6534
Websites
Chief Compliance Officer
JOHN R. HANAHAN
15050 ANTIOCH ROAD
SUITE 101
OVERLAND PARK
KS
United States
Tel:
913-681-9200
Fax:
913-956-6534
J*******@**********M
(Full email address available in API data)
Regulatory Contact
MARK J. DONALDSON, CFA
COMPLIANCE CONSULTANT
PO BOX 7269
KANSAS CITY
MO
United States
Tel:
913-707-7366
M*********@**********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HANAHAN, JOHN, ROBERT | Individual | – | PRESIDENT/OWNER/CCO | 09/1994 | > 75% |