Yes Wealth Management
Yes Wealth Management is an SEC-registered wealth manager in Mahtomedi, MN with $127.5M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Yes Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 172591, SEC 801-128782, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $127.5M (2026-03-18)
- Firm type
- Wealth Manager
- Location
- Mahtomedi, MN
- Employees
- 7
- Clients
- 100
- CRD
- 172591
- Ownership
- SCHNEEWEIS, THOMAS, R; SCHNEEWEIS, ROBERT, J; SCHNEEWEIS, ROBERT, EUGENE; JOHNSON, SARAH, LOUISE
How much AUM does Yes Wealth Management have?
Yes Wealth Management reported $127.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Yes Wealth Management?
Disclosed owners and executives of Yes Wealth Management include SCHNEEWEIS, THOMAS, R, SCHNEEWEIS, ROBERT, J, SCHNEEWEIS, ROBERT, EUGENE, JOHNSON, SARAH, LOUISE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.