# Yukon Wealth Management

Yukon Wealth Management is a Bank / Wealth / Trust based in Overland Park, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Overland Park, United States
- **Region:** North America
- **Address:** Overland Park, KS, United States
- **Founded:** 1993
- **Assets under management:** Undisclosed
- **Website:** yukoncm.com

## Regulatory record

- **CRD number:** 109413
- **SEC file number:** 801-80908
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-03T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/109413

## About

Yukon Wealth Management was founded in 1993 in Overland Park, Kansas — a suburb in the Kansas City metropolitan area that hosts a concentration of asset managers, trust companies, and retirement-plan service providers. Its legal structure as a registered investment adviser (RIA) binds it to a fiduciary standard, a posture that shapes its entire service model. The firm's advisory scope spans three core functions: investment supervisory services, comprehensive financial planning, and pension consulting. This default mix — managing assets on a discretionary basis, constructing financial plans across tax, estate, and retirement domains, and advising ERISA-governed retirement plans — represents the broad middle of US wealth management. In practice, this means constructing portfolios of third-party mutual funds, ETFs, and separately managed accounts rather than running in-house strategies. The geographic concentration remains in the Midwest, with typical client profiles including business owners, professionals, and retirement-plan sponsors across Kansas and western Missouri. As a smaller registered investment adviser, Yukon does not publicly disclose assets under management, total team size, or specific client counts — a reflection of its private, partnership-style structure common among firms of its vintage and region. Its footprint centers on a single office in Overland Park, with no known satellite locations. Adjacent vehicles — such as affiliated trust companies, family-limited partnerships, or philanthropic structures — are not publicly documented, which aligns with a firm providing straightforward advisory services rather than building a multi-entity private capital platform. The firm's structural differentiator lies in its longevity and independence. Three decades as a standalone RIA — without acquisition, roll-up, or bank ownership — places Yukon in a shrinking cohort. The absence of a proprietary fund business removes the incentive to cross-sell in-house product — a clean governance feature that institutional consultants screen for when evaluating third-party advisory relationships.

## Questions

### How long has Yukon Wealth Management been operating, and has it ever been acquired?

Yukon was established in 1993, marking over 30 years of continuous operation from Overland Park, Kansas. There is no public record of an acquisition, roll-up into a larger aggregator, or absorption by a bank holding company — making it one of the longer-tenured independent advisory firms in its region. This ownership stability matters to pension-plan sponsors performing operational due diligence on advisory continuity.

## Related profiles

- [Yuhuan State-owned Assets Investment and Management Group](https://altss.com/profile/yuhuan-state-owned-assets-investment-and-management-group)
- [Yulon Group](https://altss.com/profile/yulon-group)

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Last updated: 2026-08-11T02:43:31.692Z

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