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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 83 | 91 | increased by8 |
| Apr 1, 2026 | AUM | $392,000,000 | $467,386,041 | increased by$75,386,041 |
| Apr 1, 2026 | Accounts | 349 | 355 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 4 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 82 | 83 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $278,267,069 | $392,000,000 | increased by$113,732,931 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 375 | 349 | decreased by26 |
| Apr 1, 2022 | AUM | $239,534,070 | $278,267,069 | increased by$38,732,999 |
| Apr 1, 2022 | Accounts | 81 | 375 | increased by294 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “YUKON WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“YUKON WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.