Data / Investment advisers / Kansas / Yukon Wealth Management, Inc.
Yukon Wealth Management, Inc., Overland Park, KS: $467 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Yukon Wealth Management, Inc. is an SEC registered investment adviser with its main office in Overland Park, Kansas and reports $467 million in regulatory assets under management in its Form ADV filed March 3, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management and other fees.
The request: Watch Yukon Wealth Management, Inc. (CRD number 109413): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 109413
- SEC file number
- 801-80908
- SEC status
- Approved, effective February 17, 2015
- Main office
- 15050 Antioch Road Suite 101, Overland Park, KS 66221
- Phone
- (913) 681-9200
- Website
- yukoncm.com
- Regulatory AUM
- $467,386,041 in the Form ADV filed March 3, 2026
- Discretionary AUM
- $467,386,041
- Accounts
- 355
- Employees
- 4, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, other fees
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- March 3, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 41 | $452.4 million |
| Individuals (other than high net worth individuals) | 50 | $15 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $467.4 million | March 3, 2026 |
| December 1, 2025 | $392 million | March 28, 2025 |
Other advisers in Overland Park
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Steffes Financial, LTD | Overland Park | $611.5 million | Not listed | adviserinfo.sec.gov |
| Midwest Financial Group LLC | Overland Park | $566.1 million | Not listed | adviserinfo.sec.gov |
| PHD Retirement Consulting | Overland Park | $559.2 million | Not listed | adviserinfo.sec.gov |
| Searcy Financial Services, Inc. | Overland Park | $514 million | Not listed | adviserinfo.sec.gov |
| Postrock Partners LLC | Overland Park | $489.1 million | Not listed | adviserinfo.sec.gov |
| Nova R Wealth, Inc. | Overland Park | $452.6 million | Not listed | adviserinfo.sec.gov |
| Providence Financial Advisors, LLC | Overland Park | $428.1 million | Not listed | adviserinfo.sec.gov |
| Legacy Investment Partners, LLC | Overland Park | $403.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Overland Park, KS
- Investment advisers in Kansas
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Yukon Wealth Management, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.