{
  "crd_number": 109413,
  "slug": "yukon-wealth-management-inc-overland-park-ks-109413",
  "primary_business_name": "YUKON WEALTH MANAGEMENT, INC.",
  "legal_name": "YUKON WEALTH MANAGEMENT, INC.",
  "dbas": [],
  "city": "Overland Park",
  "state": "KS",
  "country": "United States",
  "cbsa_code": "28140",
  "metro": {
    "cbsa_code": "28140",
    "common_name": "Kansas City",
    "msa_name": "Kansas City, MO-KS",
    "path": "/advisors/mo/kansas-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-02-17",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-03-03",
  "carried_forward": false,
  "raum_total": 467386041.0,
  "raum_discretionary": 467386041.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 14987411.0,
      "count": 50
    },
    "high_net_worth_individuals": {
      "raum": 452398630.0,
      "count": 41
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "KS",
    "LA",
    "MO",
    "NE",
    "TX"
  ],
  "websites": [
    "https://yukoncm.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109413",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    }
  ],
  "city_as_filed": "OVERLAND PARK",
  "url": "https://advisorcensus.com/firm/yukon-wealth-management-inc-overland-park-ks-109413",
  "display_name": "Yukon Wealth Management, Inc.",
  "summary": "Yukon Wealth Management, Inc. is an SEC-registered investment advisory firm in Overland Park, KS, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.",
  "citation": "AdvisorCensus. Yukon Wealth Management, Inc. (CRD 109413): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Yukon Wealth Management, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Yukon Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Yukon Wealth Management, Inc. located?",
      "a": "Yukon Wealth Management, Inc.'s principal office is in Overland Park, KS, according to its Form ADV."
    },
    {
      "q": "Is Yukon Wealth Management, Inc. registered with the SEC or a state?",
      "a": "Yukon Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 109413."
    },
    {
      "q": "How much does Yukon Wealth Management, Inc. manage?",
      "a": "Yukon Wealth Management, Inc. reports $467,386,041 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary)."
    },
    {
      "q": "How have Yukon Wealth Management, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Yukon Wealth Management, Inc.: Regulatory assets under management: $239,534,070 in the October 2021 data and $467,386,041 in the October 2026 data, up 95%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Yukon Wealth Management, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (50); high net worth individuals (41)."
    },
    {
      "q": "Which custodians does Yukon Wealth Management, Inc. use?",
      "a": "Yukon Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Yukon Wealth Management, Inc. report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109413"
    },
    {
      "q": "What changed in Yukon Wealth Management, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $392,000,000 to $467,386,041 (+19%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 239534070.0,
      "total_employees": 3,
      "filing_date": "2021-03-01"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 278267069.0,
      "total_employees": 3,
      "filing_date": "2022-03-03"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 262988045.0,
      "total_employees": 3,
      "filing_date": "2023-01-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 330441069.0,
      "total_employees": 4,
      "filing_date": "2024-04-24"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 392000000.0,
      "total_employees": 4,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 467386041.0,
      "total_employees": 4,
      "filing_date": "2026-03-03"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $392,000,000 to $467,386,041 (+19%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Registered or notice-filed in LA."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/yukon-wealth-management-inc-overland-park-ks-109413.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 50,
      "fewer_than_5": false,
      "raum": 14987411.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 41,
      "fewer_than_5": false,
      "raum": 452398630.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109413",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}