$467.4M Total AUM
$467.4M Disc. AUM
20.5% 3Y CAGR
4 Employees
91 ADV. Clients
31 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-01-1994
- Office Locations
- 1
Office Locations
15050 Antioch RD Suite 101 Overland Park KS
About Yukon Wealth Management, Inc.
Yukon Wealth Management, Inc. is an independent, fee-based RIA providing customized, comprehensive financial planning and wealth management, including account lookup support. The firm serves individuals and families with a focus on retirees, entrepreneurs, and physicians, and builds portfolios with a strong ETF orientation alongside public funds and fixed income. Custody is through Charles Schwab.
Team overview
56 AVG AGE
$233.7M AVG AUM / ADVISOR
$5.1M AVG AUM / CLIENT
21.6 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
31yrs 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
J
JOHN ROBERT HANAHAN
Chief Compliance Officer, Investment Advisor, Owner, President
- CRD
- #2525066
- Ownership
- 75% or more
Available
Available
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C
CATHERINE C HOLLINGSWORTH
Director
- CRD
- #6436407
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Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $467,386,041 | $1,316,580 |
| Non-Discretionary | $0 | -- |
| Total | $467,386,041 | $1,316,580 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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