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CRD: 338425
Yeti Wealth Management Group, LLC
$1.2M Total AUM
$1.2M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
0 yrs Firm Age
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- Custodian
- Altruist · LPL Financial · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-04-2025
- Office Locations
- 1
Office Locations
6312 S. Fiddlers Green Circle Suite 300e Greenwood Village CO
About Yeti Wealth Management Group, LLC
Yeti Wealth Management Group, LLC is a Greenwood Village-based RIA. The firm has been operating for 0 years. Managing $1.2M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and LPL Financial.
Team overview
28 AVG AGE
$1.2M AVG AUM / ADVISOR
$124.1K AVG AUM / CLIENT
0.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
T
THOMAS DAVID LITTLE
Chief Compliance Officer, Managing Member
- CRD
- #6848130
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,241,220 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,241,220 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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