Yes Wealth Management
Investment Management • 
Mahtomedi, Minnesota, United States • 11-20 Employees
Company overview
| Headquarters | 86 Mahtomedi Ave, Mahtomedi, Minnesota 55115 , US |
| Phone number | +16514265854 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Founded | 1990 |
| Employees | 11-20 |
| Socials |
Key Contacts at Yes Wealth Management
Jane White Schneeweis
Director Of Corporate Development
Bob Schneeweis
Chief Executive Officer
Yes Wealth Management Email Formats
Yes Wealth Management uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@yeswealth.com), used 44.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@yeswealth.com | 77.7% |
{first name}{last name} | johndoe@yeswealth.com | 22.2% |
About Yes Wealth Management
Yes Wealth Management has provided trusted quality investment advice to individuals and financial institutions for over 30 years. Our experienced team creates investment portfolios that help our investors to minimize significant downside risk while participating in upside returns through the use of a range of modern investment options and risk management approaches that are suitable for each client's unique situation. Yes Wealth Management (“Yes Wealth”) is the business name of S Capital Wealth Advisors, LLC., a Registered Investment Advisor (“RIA”) located in the state of Minnesota. Yes Wealth Provides investment advisory and related services for clients nationally. Yes Wealth will maintain all applicable registration and licenses as required by the various states in which Yes Wealth conducts business, as applicable. Yes Wealth renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Important Disclosures/Disclaimers: https://yeswealth.com/important-disclosures/ Information provided on this social media profile is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided after entering into an advisory agreement with Yes Wealth, and providing Yes Wealth with all requested background and account information.
Yes Wealth Management revenue & valuation
| Annual revenue | $1,026,660 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $3,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Yes Wealth Management has 5 employees across 4 departments.
Departments
Number of employees
Funding Data
Yes Wealth Management has never raised funding before.
Yes Wealth Management Tech Stack
Discover the technologies and tools that power Yes Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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