YES WEALTH MANAGEMENT

86 Mahtomedi Avenue
Mahtomedi, Minnesota 55115
Tel: (651) 426-5854

About YES WEALTH MANAGEMENT

YES WEALTH MANAGEMENT, formally registered with the SEC as YES WEALTH MANAGEMENT. The firm was established in 09/21/2023. They have over 3 offices throughout the country.

YES WEALTH MANAGEMENT is a Mahtomedi, Minnesota based Financial Planning firm with nearly $113,408,123 assets under management, offering retirement planning & investment advisory services to 352 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	172591
SEC#	801-128782
Assets Managed by Firm	$113,408,123
No. of Clients	352
No. of Advisors	7

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	352	$113,408,123
Individuals (other than high net worth individuals)	83	$25,881,258
High net worth individuals	39	$87,526,865

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U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
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GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

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