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YUKON WEALTH MANAGEMENT, INC.

OVERLAND PARK, KS · CRD 109413 · IAPD ↗ · yukoncm.com · 913-681-9200

$467.4MRegulatory AUM
2Advisory reps
4Employees
0Clients
11-25Planning clients
0Private funds
5States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2026 — YUKON WEALTH MANAGEMENT, INC. now reports custody of client assets ($465.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
January 2026 — YUKON WEALTH MANAGEMENT, INC. notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2024 — YUKON WEALTH MANAGEMENT, INC. notice-filed in MO, NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
February 2024 — YUKON WEALTH MANAGEMENT, INC. reported RAUM up 26% ($263.0M -> $330.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.