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YES WEALTH MANAGEMENT
YES WEALTH MANAGEMENT is an SEC-registered investment adviser in MAHTOMEDI, MN, registered since 2023. The firm manages approximately $127 million in assets.
YES WEALTH MANAGEMENT
YES WEALTH MANAGEMENT is an SEC-registered investment adviser in MAHTOMEDI, MN, registered since 2023. The firm manages approximately $127 million in assets. It has 7 employees and 3 investment advisers.
General information
Firm type
Asset Manager
Year founded
2012
Location
Region
North America
Country
United States
City
Mahtomedi
Corporate office
Portland, OR, United States
Principals
Yonas Eshetu
Founder & CEO
Sector focus
Frequently asked questions
Who makes investment decisions at 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.
Does Yes Wealth Management run its own funds, or does it allocate to third-party managers?
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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