RIA Intelligence

S CAPITAL WEALTH ADVISORS, LLC

Legal name: YES WEALTH MANAGEMENT

CRD #172591 SEC #801-128782 MAHTOMEDI, MN (651) 426-5854
SEC Registered
Total AUM
$116.8M
Discretionary
$116.8M
Employees
7
Clients
0
Accounts
277

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jul 24, 2025
Branch Offices
3

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
JOHNSON, SARAH, LOUISEIPRESIDENTNA Control
JOHNSON, SARAH, LOUISEIPRESIDENTNA Control
JOHNSON, SARAH, LOUISEIPRESIDENTNA Control
JOHNSON, SARAH, LOUISEIPRESIDENTNA Control
JOHNSON, SARAH, LOUISEIPRESIDENTNA Control
JOHNSON, SARAH, LOUISEIPRESIDENTNA Control
SCHNEEWEIS, ROBERT, JICHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICERNA Control
SCHNEEWEIS, ROBERT, JICHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICERNA Control
SCHNEEWEIS, ROBERT, JICHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICERNA Control
SCHNEEWEIS, ROBERT, JICHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICERNA Control
SCHNEEWEIS, ROBERT, JICHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICERNA Control
SCHNEEWEIS, ROBERT, JICHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICERNA Control
SCHNEEWEIS, ROBERT, JICHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICERNA Control
SCHNEEWEIS, ROBERT, JICHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICERNA Control
SCHNEEWEIS, ROBERT, JICHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICERNA Control
SCHNEEWEIS, ROBERT, EUGENEICHIEF EXECUTIVE OFFICERE Control
SCHNEEWEIS, ROBERT, EUGENEICHIEF EXECUTIVE OFFICERE Control
SCHNEEWEIS, ROBERT, EUGENEICHIEF EXECUTIVE OFFICERE Control
SCHNEEWEIS, ROBERT, EUGENEICHIEF EXECUTIVE OFFICERE Control
SCHNEEWEIS, ROBERT, EUGENEICHIEF EXECUTIVE OFFICERE Control
SCHNEEWEIS, ROBERT, EUGENEICHIEF EXECUTIVE OFFICERE Control
SCHNEEWEIS, ROBERT, EUGENEICHIEF EXECUTIVE OFFICERE Control
SCHNEEWEIS, ROBERT, EUGENEICHIEF EXECUTIVE OFFICERE Control
SCHNEEWEIS, ROBERT, EUGENEICHIEF EXECUTIVE OFFICERE Control
SCHNEEWEIS, THOMAS, RICHIEF INVESTMENT OFFICERB Control
SCHNEEWEIS, THOMAS, RICHIEF INVESTMENT OFFICERB Control
SCHNEEWEIS, THOMAS, RICHIEF INVESTMENT OFFICERB Control
SCHNEEWEIS, THOMAS, RICHIEF INVESTMENT OFFICERB Control
SCHNEEWEIS, THOMAS, RICHIEF INVESTMENT OFFICERB Control
SCHNEEWEIS, THOMAS, RICHIEF INVESTMENT OFFICERB Control
SCHNEEWEIS, THOMAS, RICHIEF INVESTMENT OFFICERB Control
SCHNEEWEIS, THOMAS, RICHIEF INVESTMENT OFFICERB Control
SCHNEEWEIS, THOMAS, RICHIEF INVESTMENT OFFICERB Control

Registrations

Federal

IA
Jul 24, 2025 REGISTERED

Notice Filings (5)

FL LA MI MN TX

Address

86 MAHTOMEDI AVENUE
MAHTOMEDI, MN 55115
United States
Phone: (651) 426-5854