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YEISLEY WEALTH SOLUTIONS, INC.
CRD 151018
10111 E. 21ST ST. N., SUITE 205, WICHITA, KS, 67206, United States
Phone
316-719-2900
Fax
316-252-2100
Registration
— (—)
Source
State registered
Total AUM
$75.3M
Discretionary AUM
$75.3M
Team
10 total employees; 1 advisory reps; 9 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; PERCENTAGE OF ASSETS MANAGED BY THIRD-PARTY INVESTMENT ADVISORS
Org form
Corporation
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 421 | $68.7M |
| High net worth individuals | 4 | $5.2M |
| Pension/profit sharing plans | 9 | $1.5M |
All web addresses on file
Official SEC filing: View on IAPD