RIA Intelligence

YUKON WEALTH MANAGEMENT, INC.

CRD #109413 SEC #801-80908 OVERLAND PARK, KS 913-681-9200
SEC Registered Disclosures
Total AUM
$392M
Discretionary
$392M
Employees
4
Clients
11
Accounts
349

AUM Over Time

DateDec 2025
Total AUM$392M
Discretionary$392M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$392M
Discretionary$392M
Non-Disc.$0
Employees4
Clients0
DateApr 2024
Total AUM$330.4M
Discretionary$328.6M
Non-Disc.$1.8M
Employees4
Clients0
DateMar 2024
Total AUM$330.4M
Discretionary$328.6M
Non-Disc.$1.8M
Employees4
Clients0
DateJan 2024
Total AUM$330.4M
Discretionary$328.6M
Non-Disc.$1.8M
Employees3
Clients0
DateJan 2023
Total AUM$263M
Discretionary$261.2M
Non-Disc.$1.8M
Employees3
Clients0
DateMar 2022
Total AUM$278.3M
Discretionary$276.5M
Non-Disc.$1.8M
Employees3
Clients0
DateMar 2022
Total AUM$278.3M
Discretionary$276.5M
Non-Disc.$1.8M
Employees3
Clients0
DateMar 2021
Total AUM$239.5M
Discretionary$222.7M
Non-Disc.$16.8M
Employees3
Clients81
DateJun 2020
Total AUM$217.2M
Discretionary$200.1M
Non-Disc.$17.1M
Employees3
Clients81
DateMar 2020
Total AUM$217.2M
Discretionary$200.1M
Non-Disc.$17.1M
Employees3
Clients81
DateJan 2019
Total AUM$174.9M
Discretionary$156.4M
Non-Disc.$18.6M
Employees3
Clients81
DateFeb 2018
Total AUM$161.6M
Discretionary$161.6M
Non-Disc.$0
Employees3
Clients81
DateMar 2017
Total AUM$167.5M
Discretionary$104.1M
Non-Disc.$63.4M
Employees2
Clients26
DateFeb 2016
Total AUM$146.4M
Discretionary$101.4M
Non-Disc.$45M
Employees2
Clients26
DateJan 2015
Total AUM$109.6M
Discretionary$109.6M
Non-Disc.$0
Employees2
Clients26
DateMar 2012
Total AUM$63.4M
Discretionary$63.4M
Non-Disc.$0
Employees1
Clients26
DateJan 2012
Total AUM$63.4M
Discretionary$63.4M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$55M
Discretionary$40M
Non-Disc.$15M
Employees5
Clients--
DateMar 2010
Total AUM$49M
Discretionary$49M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$49M
Discretionary$49M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$49M
Discretionary$49M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$44.9M
Discretionary$44.9M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$25.2M
Discretionary$25.2M
Non-Disc.$0
Employees5
Clients--
DateMay 2001
Total AUM$26M
Discretionary$26M
Non-Disc.$0
Employees5
Clients--