SourcingSourcing

YUKON WEALTH MANAGEMENT, INC.

C22
CRD 109413·SEC 801-80908·OVERLAND PARK, KS
AUM
$467.4M
$100M-$500M
Est. Revenue
$4.7M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
YUKON WEALTH MANAGEMENT, INC.
CRD
109413
SEC file #
801-80908
EIN
481156653
DBA names
—

Economics

AUM
$467.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$174.9M → $467.4M▲ +167%
Client mix
Individuals Other50
Individuals High Net Worth41

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
1 advisors → 2 advisors▲ +100%
Primary office
OVERLAND PARK KS
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
03/03/2026
ADV-W filed at
—
Website
yukoncm.com

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HANAHAN, JOHN, ROBERT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
HANAHAN, JOHN, ROBERT
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
YUKONCM.COM
Rdap Domain Creation Date
2000-06-07T14:38:34Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
53,941
Form 5500 Compensation Trajectory 3y
202553,941
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
53,941
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0002065849
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2025-04-28
Edgar Last Filing Date
2026-04-30
Edgar 13f Count
5
Edgar 13f Latest AUM Estimate
Filing Date2026-04-30
Accession0002065849-26-000004

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5758
Soi Zip Pct 200k Plus
0.3765
Soi Zip Returns 200k Plus
4,270
Soi Zip Total AGI
2,828,361
Fdic Zip Total Deposits
9,438,388,000
Fdic Zip Branch Count
146
Fdic Zip Top Banks
Cornerstone Bank
First National Bank of Omaha

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
15050 ANTIOCH ROADSUITE 101OVERLAND PARK, KS 66221
Business
15050 ANTIOCH ROADSUITE 101OVERLAND PARK, KS 66221
Edgar EIN
481156653
Edgar Recent Filings
13F-HR2026-04-30 · 0002065849-26-000004
13F-HR2026-02-10 · 0002065849-26-000002
Fdic Zip Branches Raw
Premier BankLenexa, KS
Premier BankLenexa, KS
Fdic Zip HHI
2406.05
Fdic Zip Top Bank Share Pct
43.12
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-06-07T14:38:34Z
Rdap Domain Last Changed
2025-04-08T06:54:25Z
Rdap Nameservers
Ns75.worldnic.comNs76.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI21,982
Returns2,300
Stub 2
AGI39,516
Returns1,070
Stub 3
AGI51,427
Returns830
Soi Zip Total Business Income
78,649
Soi Zip Total Cap Gains
295,533
Soi Zip Total Dividends
73,136
Soi Zip Total Returns
11,340
Top Owner CRD
2525066
Trust Company Affiliate
No

People (2)

2
HANAHAN, JOHN, ROBERT
IAR · Direct Owner · 87.5%
2525066
CATHERINE C HOLLINGSWORTH
IAR
6436407