Yukon Wealth Management, Inc. (Overland Park)

Name: Yukon Wealth Management, Inc.
Address: 15050 Antioch Road, Overland Park, KS, 66221
Telephone: 913-681-9200

Yukon Wealth Management, Inc. is a large advisory firm based in Overland Park. It manages $174.92 million of regulatory assets for 304 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Kansas and Texas.

Yukon Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Yukon Wealth Management: assets under management

The assets under management (AUM) of Yukon Wealth Management, Inc. is $174.92 million. The firm's AUM has grown by 289% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $156.36 million in discretionary accounts and $18.56 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $516.05 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $18.56 million.

Investments

The firm invests in pooled investment vehicles the most. They account for 38% of the total AUM. The second-largest asset type is exchange traded securities, which make up 35% of the firm’s portfolio. Investments in non-exchange traded securities form 20% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Yukon Wealth Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients John Robert Hanahan serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of John Robert Hanahan is individuals with 29 clients and $135.65 million of assets under management. Among the 9 most similar advisory firms, Yukon Wealth Management has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $174.92 million for 81 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Yukon Wealth Management doesn't advise any private funds.

Careers at Yukon Wealth Management, Inc.

The company employs 3 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

John Robert Hanahan has been acting as President since 1 Sep 1994. Brian T Murphy joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Robert Hanahan	President/owner	1 Sep 1994	75% - 100%	2525066
Brian T Murphy	Chief compliance officer	1 Jan 2009	Other	4719043
John Robert Hanahan	Chief compliance officer	1 Jan 2011	75% - 100%	2525066

Based in Overland Park

The principal office where Yukon Wealth Management, Inc. performs its advisory services is located at 15050 Antioch Road, Overland Park, KS 66221, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 913-681-9200 or by fax 913-956-6534. The normal business hours are 8am to 5pm on Monday - Friday. You can find more information about the New York firm at yukoncm.com.