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Yukon Wealth Management, Inc.

Multifamily office listing in Overland Park, Kansas, United States.

SEC-registered
Founded 1994

Regulatory AUM: $467 million
Employees: 4
Clients: 11-25
Founded: 1994

Fee-based wealth management and financial planning firm serving clients from Overland Park, Kansas.

Overview

Yukon Wealth Management, Inc. is a fee-based registered investment advisory firm in Overland Park, Kansas, registered with the Securities and Exchange Commission. The firm provides portfolio management, non-management advisory services, and financial planning, including ongoing monitoring and reporting for portfolio clients.¹²

History

John R. Hanahan founded Yukon in 1994 after working as a local floor trader at the Kansas City Board of Trade.¹

Leadership

John R. Hanahan is President and holds the Accredited Investment Fiduciary® designation. Cathy Hollingsworth serves as Director of Operations and has a Bachelor of Science in Business Administration with an accounting major.¹

Services

Yukon develops customized comprehensive financial plans around each client’s objectives, constraints, and personal circumstances. Its process includes organizing financial information, evaluating progress toward goals, recommending strategies, delivering a written plan, and monitoring the client’s situation over time.³⁴

Investment management uses diversification, asset allocation, customized planning, four model portfolios, and institutionally priced mutual funds. The firm states that investment advisory fees start at 1% annually and become lower for amounts above $2,000,000.⁵

Retirement planning focuses on asset protection, continued growth, and the effects of taxes and inflation on retirement income.⁶

Estate planning is designed around the management, enjoyment, and transfer of wealth for clients’ families and beneficiaries.⁷

Insurance planning uses various coverage types to build risk management plans for clients’ specific needs.⁸

Debt management includes ongoing review of client liquidity ratios to help balance assets and liabilities.⁹

Education planning includes investment strategies and tax incentives such as Section 529 plans.¹⁰

What the firm offers

Investment management
Financial planning
Tax planning
Estate planning
Risk and insurance
Retirement planning

Client Focus

Yukon’s planning work is structured around individual objectives, constraints, personal circumstances, family beneficiaries, retirement needs, liquidity, insurance requirements, and education funding goals.³⁶⁷⁸⁹¹⁰

Approach

The firm describes an ongoing planning approach that combines organized financial information, progress evaluation, written recommendations, and continuing monitoring of the client’s situation.⁴

By the numbers

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 109413. As of September 1, 2026.

Regulatory assets under management
Year	Regulatory AUM	Discretionary	Non-discretionary
2016	$146 million	$101 million	$45 million
2017	$167 million	$104 million	$63 million
2018	$162 million	$162 million	$0
2019	$175 million	$156 million	$19 million
2020	$217 million	$200 million	$17 million
2021	$240 million	$223 million	$17 million
2022	$278 million	$276 million	$2 million
2023	$263 million	$261 million	$2 million
2025	$392 million	$392 million	$0
2026	$467 million	$467 million	$0

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 109413. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of September 1, 2026.

Average AUM per client
Year	Average AUM per client
2018	$2 million
2019	$2 million
2020	$3 million
2021	$3 million
2022	$3 million
2023	$3 million
2025	$5 million
2026	$5 million

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 109413. "<5" means the firm reported fewer than 5 clients of that type. As of September 1, 2026.

Clients by type
Client type	Clients (2026)
Individuals	50
High net worth individuals	41

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 109413. As of September 1, 2026.

Employees reported on Form ADV
Year	Employees
2016	2
2017	2
2018	3
2019	3
2020	3
2021	3
2022	3
2023	3
2025	4
2026	4

FAQs

What services does Yukon Wealth Management provide?

Yukon provides portfolio management, non-management advisory services, financial planning, retirement planning, estate planning, insurance planning, debt management, and education planning.²³⁶⁷⁸⁹¹⁰

Who leads Yukon Wealth Management?

John R. Hanahan is President, and Cathy Hollingsworth is Director of Operations. Hanahan holds the Accredited Investment Fiduciary® designation.¹

Is Yukon Wealth Management registered as an investment adviser?

Yes. Yukon Wealth Management, Inc. is registered with the Securities and Exchange Commission as an investment adviser.²

LocationMultifamily offices in Overland Park
Comparing multifamily offices in Overland Park gives a local view of firms serving affluent households and business owners. This page can help a reader frame questions about investment management, financial planning, tax work, estate matters, insurance, and retirement needs before speaking with a firm such as Yukon Wealth Management.
Network siteEstatePlanner.com
EstatePlanner.com offers plain-language guides on wills, trusts, beneficiary choices, and related decisions. A family in the Kansas City area can use these materials to prepare estate-planning questions and identify how those needs may connect with investment management, tax planning, insurance, and retirement discussions at a fee-based advisory firm.
GuideLife events that trigger a change
The life events that trigger a change page highlights moments such as marriage, sale of a business, inheritance, retirement, or a move. For an Overland Park family or owner, it can prompt a review of investments, taxes, estate documents, insurance coverage, and retirement assumptions when circumstances shift.
GuideThe annual MFO review
The annual MFO review explains why families may revisit goals, portfolios, tax matters, estate documents, and risk coverage on a regular schedule. Readers can use that framework to organize a yearly conversation with a fee-based firm, especially when business interests, family responsibilities, or retirement timing have changed.
Similar firmsUMB Family Wealth Management
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Profiles of UMB Family Wealth Management and Ferrell Capital, Inc. provide comparison points for a reader researching wealth management firms on this site. Looking across service descriptions, locations, and stated client focus can help a Kansas family or business owner build a more informed list of questions for Yukon Wealth Management.

Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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