Yeti Wealth Management Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Yeti Wealth Management Group, LLC provides advisory services primarily to pension and profit‑sharing plans and other pooled or institutional clients, and it also offers financial planning and ongoing portfolio management for individual investors. The firm uses asset‑based (percentage‑of‑AUM) arrangements for ongoing management while offering standalone financial planning engagements as a separate service.
The firm’s investment approach is model‑driven and largely passive, relying on proprietary and third‑party models implemented through mutual funds and ETFs and organized around a time‑horizon “bucket” strategy. Portfolios are generally managed on a discretionary basis and constructed to align with written investment policy statements that document client objectives and risk tolerances.
Notably, the firm includes pension consulting among its core services, offering both fiduciary 3(38) discretionary investment management and QDIA oversight as well as non‑fiduciary consulting (vendor search, benchmarking, plan governance and participant education), a capability that is uncommon among similar investment managers. The firm is newly formed and operated by a single principal with no assets under management yet, indicating a small, start‑up structure that is nonetheless set up to serve institutional retirement plan clients.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Life insurance needs analysis
College savings (529s, UTMA, etc.)
Cash flow / budgeting
General retirement planning
Passive / index investing
Fee options
Financial planning fixed fees range from $5,000 to $10,000 per plan
$0 - $1,000,000: 0.90% $1,000,001 - $2,500,000: 0.80% $2,500,001 - $5,000,000: 0.70% $5,000,001+: 0.50%
Account minimum: No account minimum for any of YWMG’s services
Main office location
Yeti Wealth Management Group, LLC
Littleton CO, United States
Number of offices
2
Most active in
Yeti Wealth Management Group, LLC has reported serving >5 clients in these states in the last 12 months.
Colorado
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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