YES WEALTH MANAGEMENT

Founder and CEO Yonas Eshetu leads the firm's investment selection and portfolio construction, sourcing third-party private credit and real estate funds for client allocation. The firm operates as a registered investment advisor, meaning Eshetu bears a fiduciary duty to clients on all investment decisions. No additional named investment committee members or external investment advisors are publicly disclosed.

The firm aggregates individual accredited-investor commitments to meet institutional minimums at fund managers it has vetted directly. Eshetu's sourcing relies on direct manager relationships rather than a platform marketplace model. Funds are typically sourced from middle-market and lower-mid-market private credit and real estate GPs willing to accept pooled feeder-vehicle capital.

Yes Wealth Management does not manufacture or sponsor its own proprietary fund products. It allocates client capital into third-party managed private credit and real estate vehicles, functioning as an access platform and fiduciary advisor rather than as a direct asset manager or general partner.

The firm does not publicly disclose a universal minimum. Because it pools client commitments to meet institutional fund thresholds—which often exceed $250,000 per commitment—effective participation likely requires a net worth consistent with accredited investor status under SEC Rule 501. Individual fund minimums vary by underlying manager requirements.

Neither. Yes Wealth Management is structured as a registered investment advisor (RIA) serving accredited individuals, not as a family office vehicle. It does not manage wealth for a single family, nor does it offer the full concierge services typically associated with multi-family office platforms.