Yukon Wealth Management, Inc.
● SEC registered since 2015CRD 109413SEC# 801-80908Overland Park, KS
Reg. AUM
$467.4M
Employees
4
Accounts
355
Location
Overland Park, KS
About Yukon Wealth Management
Yukon Wealth Management is an independent, fee-based RIA that builds customized financial plans by organizing data, analyzing client information, and preparing tactical recommendations. Services cover investments, retirement, estate, insurance, debt, and education planning.
Summary based on the firm’s website.
Yukon Wealth Management, Inc. assets under management
Yukon Wealth Management, Inc. is an investment advisory firm registered with the SEC based in Overland Park, KS. The firm has been registered since 2015. It reports $467.4 million in regulatory assets under management and employs 4 people.
Yukon Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Robert Hanahan Control | President/Owner/Cco | Over 75% | 1994 |
Frequently asked questions
How much does Yukon Wealth Management, Inc. manage?
Yukon Wealth Management, Inc. reports $467.4 million in regulatory assets under management on its Form ADV.
How many employees does Yukon Wealth Management, Inc. have?
Yukon Wealth Management, Inc. reports 4 employees.
Where is Yukon Wealth Management, Inc. located?
Yukon Wealth Management, Inc. is based in Overland Park, KS and has been SEC-registered since 2015.
Does Yukon Wealth Management, Inc. disclose fund performance?
Yukon Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 15050 Antioch Road, Suite 101, Overland Park, KS 66221 |
| Phone | 913-681-9200 |
| Fax | 913-956-6534 |
| Office hours | 8a.m. To 5p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$467.4M▲ 19%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,389 advisers
EmployeesTop 69%
More than 31% of 16,799 advisers
Assets under management
$467.4Mregulatory AUM
Discretionary $467.4M