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YES WEALTH MANAGEMENT
S CAPITAL WEALTH ADVISORS, LLC
CRD 172591 · SEC 801-128782
86 MAHTOMEDI AVENUE, MAHTOMEDI, MN, 55115, United States
Phone
(651) 426-5854
Fax
(651) 429-5809
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$127.5M
Discretionary AUM
$127.5M
Team
7 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 64 | $22.6M |
| High net worth individuals | 36 | $104.8M |
States served
LA, MI, MN, NE, TX, FL
All web addresses on file
Official SEC filing: View on IAPD