# YES WEALTH MANAGEMENT

YES WEALTH MANAGEMENT is an Asset Manager based in Mahtomedi, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Mahtomedi, United States
- **Region:** North America
- **Address:** Portland, OR, United States
- **Founded:** 2012
- **Assets under management:** $50M - $200M (Altss estimate)
- **Website:** yeswealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/yes-wealth-management

## Regulatory record

- **CRD number:** 172591
- **SEC file number:** 801-128782
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/172591

## About

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.

## Sectors

- Private Credit
- Real Estate
- Wealth Management

## People

- Yonas Eshetu — Founder & CEO

## 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.

## Related profiles

- [YGC Wealth](https://altss.com/profile/ygc-wealth)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/yes-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology