# Yukon Wealth Management, Inc.

> 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.

- CRD: 109413
- Filed as: YUKON WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Overland Park, KS
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109413
- AdvisorCensus page: https://advisorcensus.com/firm/yukon-wealth-management-inc-overland-park-ks-109413

## Quick answers

**How is Yukon Wealth Management, Inc. compensated?**
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.

**Where is Yukon Wealth Management, Inc. located?**
Yukon Wealth Management, Inc.'s principal office is in Overland Park, KS, according to its Form ADV.

**Is Yukon Wealth Management, Inc. registered with the SEC or a state?**
Yukon Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 109413.

**How much does Yukon Wealth Management, Inc. manage?**
Yukon Wealth Management, Inc. reports $467,386,041 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary).

**How have Yukon Wealth Management, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Yukon Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (50); high net worth individuals (41).

**Which custodians does Yukon Wealth Management, Inc. use?**
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.

**Does Yukon Wealth Management, Inc. report any disciplinary disclosures?**
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

**What changed in Yukon Wealth Management, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $392,000,000 to $467,386,041 (+19%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $467,386,041
- Discretionary: $467,386,041
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 50 | $14,987,411 |
| High net worth individuals | 41 | $452,398,630 |

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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS, LA, MO, NE, TX
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109413

### Websites listed on Form ADV (Item 1.I)
- [yukoncm.com](https://yukoncm.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $239,534,070 | 3 | March 1, 2021 |
| October 2022 | $278,267,069 | 3 | March 3, 2022 |
| October 2023 | $262,988,045 | 3 | January 30, 2023 |
| October 2024 | $330,441,069 | 4 | April 24, 2024 |
| October 2025 | $392,000,000 | 4 | March 28, 2025 |
| October 2026 | $467,386,041 | 4 | March 3, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $392,000,000 to $467,386,041 (+19%).

### January 2026
- Registered or notice-filed in LA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Yukon Wealth Management, Inc. (CRD 109413): Form ADV filing data as of October 2026.