# Yeti Wealth Management Group, LLC

> Yeti Wealth Management Group, LLC is a state-registered investment advisory firm in Highlands Ranch, CO, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 13, 2026.

- CRD: 338425
- Filed as: YETI WEALTH MANAGEMENT GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Highlands Ranch, CO
- Filing period: October 2026
- Form ADV filing dated: September 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338425
- AdvisorCensus page: https://advisorcensus.com/firm/yeti-wealth-management-group-llc-highlands-ranch-co-338425

## Quick answers

**How is Yeti Wealth Management Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Yeti Wealth Management Group, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Yeti Wealth Management Group, LLC located?**
Yeti Wealth Management Group, LLC's principal office is in Highlands Ranch, CO, according to its Form ADV.

**Is Yeti Wealth Management Group, LLC registered with the SEC or a state?**
Yeti Wealth Management Group, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 338425.

**How much does Yeti Wealth Management Group, LLC manage?**
Yeti Wealth Management Group, LLC reports $5,162,153 in regulatory assets under management in its Form ADV filing dated September 13, 2026 (100% discretionary).

**What types of clients does Yeti Wealth Management Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12).

**Does Yeti Wealth Management Group, LLC 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/338425

**What changed in Yeti Wealth Management Group, LLC's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $1,241,220 to $5,162,153 (+316%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $5,162,153
- Discretionary: $5,162,153
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $5,162,153 |
| High net worth individuals | 0 | $0 |
| 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) | 0 | $0 |
| 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 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- yetiwmg.com
- LinkedIn @yeti-wealth-management-group
- LinkedIn @thomas-d-little

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $1,241,220 to $5,162,153 (+316%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Yeti Wealth Management Group, LLC (CRD 338425): Form ADV filing data as of October 2026.