Yes Wealth Management

CRD 172591 · Mahtomedi, MN · $127.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 172591
SEC number: 801-128782
Firm type: RIA
Assets under management: $127.5M as of Mar 18, 2026
Website: www.linkedin.com/company/yes-wealth-management ↗
Phone: (651) 426-5854
Address: 86 Mahtomedi Avenue, Mahtomedi, MN, 55115

Advisors at this firm

3 in our index · page 1 of 1

James Michael HeflinCRD 6609854 · Mahtomedi, MN

IA Registered
Michael Andrew HeflinCRD 6688282 · Minnetonka, MN

IA RegisteredRegistration inactive
Robert Eugene SchneeweisCRD 2012770 · Mahtomedi, MN

IA Registered

Source & corrections

Where this page comes from

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