Yukon Wealth Management, Inc.

Yukon Wealth Management, Inc. is a registered investment adviser established in 1993, offering advisory services through its Manager of Managers Program. The firm provides asset allocation strategies tailored to clients' goals and objectives, selecting registered investment advisers based on individual circumstances. Clients have regular account reviews and meetings, with the firm monitoring asset manager performance and making adjustments as needed. Additionally, the firm offers pension consulting services and comprehensive financial planning, addressing areas such as tax, investments, insurance, retirement, and estate planning. Yukon Wealth Management, Inc. acts as a fiduciary, obligated to act in clients' best interests, particularly in retirement account advice. The firm manages over $392 million in client assets on a discretionary basis. Fee structures vary, with the Manager of Managers Program fees based on a percentage of assets under management. The firm does not charge performance-based fees and does not manage performance-based accounts alongside others. Clients include individuals, high net worth individuals, and pension and profit sharing plans. The firm's investment strategies include long-term purchases, short-term purchases, and option writing for qualified clients. Methods of analysis encompass charting, fundamental and technical analysis, quantitative and qualitative analysis, asset allocation, mutual fund and ETF analysis, and third-party money manager analysis. Yukon Wealth Management, Inc. does not engage solicitors for client referrals and does not vote proxies on behalf of clients. The firm does not have financial conditions triggering additional reporting requirements.