Overview
Assets Under Management: $127 million
Headquarters: MAHTOMEDI, MN
High-Net-Worth Clients: 36
Average Client Assets: $3 million
Frequently Asked Questions
YES WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #172591), YES WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
YES WEALTH MANAGEMENT is headquartered in MAHTOMEDI, MN.
YES WEALTH MANAGEMENT serves 36 high-net-worth clients according to their SEC filing dated February 19, 2026. View client details ↓
According to their SEC Form ADV, YES WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
YES WEALTH MANAGEMENT manages $127 million in client assets according to their SEC filing dated February 19, 2026.
According to their SEC Form ADV, YES WEALTH MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.24
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 299
Discretionary Accounts: 299
Regulatory Filings
CRD Number: 172591
Filing ID: 2053706
Last Filing Date: 2026-02-19 17:40:35