# Yeisley Wealth Solutions, Inc.

> Yeisley Wealth Solutions, Inc. is a state-registered investment advisory firm in Wichita, KS, registered since 2009, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 151018
- Filed as: YEISLEY WEALTH SOLUTIONS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Wichita, KS
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/151018
- AdvisorCensus page: https://advisorcensus.com/firm/yeisley-wealth-solutions-inc-wichita-ks-151018

## Quick answers

**How is Yeisley Wealth Solutions, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Yeisley Wealth Solutions, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Yeisley Wealth Solutions, Inc. located?**
Yeisley Wealth Solutions, Inc.'s principal office is in Wichita, KS, according to its Form ADV.

**Is Yeisley Wealth Solutions, Inc. registered with the SEC or a state?**
Yeisley Wealth Solutions, Inc. is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 151018.

**How much does Yeisley Wealth Solutions, Inc. manage?**
Yeisley Wealth Solutions, Inc. reports $75,331,358 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (100% discretionary).

**What types of clients does Yeisley Wealth Solutions, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (421); pension and profit sharing plans (but not the plan participants or government pension plans) (9); high net worth individuals (4).

**Does Yeisley Wealth Solutions, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/151018

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $75,331,358
- Discretionary: $75,331,358
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 421 | $68,664,405 |
| High net worth individuals | 4 | $5,212,561 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $1,454,392 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2009 (16 years)
- Employees: 10 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: GA, KS, NC, OK, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [yeisleyfinancial.com](https://yeisleyfinancial.com)
- Facebook @yeisleyfinancial
- Instagram @YEISLEYFINANCIAL
- LinkedIn @yeisley-financial-group-20439493
- X @yeisleygroup

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Yeisley Wealth Solutions, Inc. (CRD 151018): Form ADV filing data as of October 2026.