A complete list of active advisors currently associated with Yukon Wealth Management, Inc.

Warmer can help you find a great advisor at Yukon Wealth Management, Inc. or one who fits your needs even better.

Yukon Wealth Management provides advisory services to individuals — including both high‑net‑worth and non‑HNW clients — as well as pension, profit‑sharing and 401(k) plans. Its services include a manager‑of‑managers investment program, pension consulting (IPS preparation, investment vehicle selection, monitoring and participant education), and standalone financial planning. The firm implements client strategies primarily by selecting and monitoring independent third‑party asset managers and by constructing asset allocations and mutual fund/ETF lineups tailored to client objectives; Yukon retains discretionary authority to hire and fire those managers for participating clients. Investment analysis employs fundamental, technical, quantitative and qualitative methods, and in limited situations for qualified clients the firm may use option strategies such as covered calls and spreads. The brochure discloses a past regulatory matter arising from a 2005 registration filing oversight that was resolved with an administrative order and fine in 2006, which the firm reports for prospective clients’ evaluation. Yukon is notable for managing a relatively large asset base (about $467 million) with a small advisory team and for its policy of not voting client proxies, leaving those voting decisions to clients.

To learn more about the advisors currently working at Yukon Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.