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YUKON WEALTH MANAGEMENT, INC.
CRD 109413File 801-80908
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$467.4M
Above cohort median (national)
Discretionary AUM
$467.4M
Clients
91
355 accounts
Employees
4
Below cohort median in KS
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Feb 17, 2015
- Principal office
- 15050 ANTIOCH ROAD, SUITE 101, OVERLAND PARK, KS, 66221
- Phone
- 913-681-9200
- Website
- HTTP://WWW.YUKONCM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $467.4M
- Discretionary AUM
- $467.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 355
- Non-discretionary accounts
- 0
- Total accounts
- 355
- AUM per client
- $5.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 41 | $452.4M |
| Individuals (other than high net worth individuals) | 50 | $15.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — CONSULTING
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.