$127.5M Total AUM
$127.5M Disc. AUM
-- 3Y CAGR
7 Employees
100 ADV. Clients
12 yrs Firm Age
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- Custodian
- BMO Harris ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-01-2014
- Office Locations
- 2
Office Locations
86 Mahtomedi Avenue Mahtomedi MN
-- Minnetonka MN
About YES Wealth Management
Yes Wealth Management is a Minnesota-based fiduciary RIA providing wealth management, retirement planning, and portfolio construction for retail clients, including entrepreneurs. The team builds research-driven, values-aligned portfolios using mutual funds and ETFs alongside fixed income and select alternatives. Custodies assets with Schwab and uses Orion for portfolio management.
Team overview
72 AVG AGE
$42.5M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
8 yrs AVG TENURE
7 Employees
3 Advisory Reps
3 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
R
ROBERT EUGENE SCHNEEWEIS
Chief Executive Officer
- CRD
- #2012770
- Ownership
- 75% or more
Available
Available
Available
T
THOMAS R SCHNEEWEIS
Chief Investment Officer
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
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J
James Michael Heflin
Advisor
- CRD
- #6609854
Available
Available
Available
M
Michael Andrew Heflin
Advisor
- CRD
- #6688282
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $127,466,765 | $426,310 |
| Non-Discretionary | $0 | -- |
| Total | $127,466,765 | $426,310 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Other:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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