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YOAKUM WEALTH MANAGEMENT
YOAKUM, JEFFREY
CRD 307916
Advisory firmSole prop
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$89.1M
Discretionary AUM
$89.1M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Sole Proprietorship
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $8.1M |
| High net worth individuals | 30 | $81.0M |
All web addresses on file
Official SEC filing: View on IAPD