Y
$89.1M Total AUM
$89.1M Disc. AUM
-- 3Y CAGR
1 Employees
51 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company · LPL Financial · Northern Trust
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-08-2020
- Office Locations
- 1
Office Locations
-- South SAN Francisco CA
About Yoakum Wealth Management
Yoakum Wealth Management is a South San Francisco, CA RIA providing retirement planning, tax-aware investment management, college funding, estate planning, and charitable giving for individuals and families. Portfolios emphasize diversification and tax efficiency and are delivered via both custom and model approaches, with meaningful ETF and mutual fund exposure. Custodies with Charles Schwab.
Team overview
-- AVG AGE
$89.1M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
6.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Owner & Executives
JEFFREY YOAKUM
Chief Compliance Officer, PRINCIPAL
- CRD
- #2345102
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,065,899 | -- |
| Non-Discretionary | $0 | -- |
| Total | $89,065,899 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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