Investment adviser · CRD 172591
YES WEALTH MANAGEMENT
Investment adviser filing (IA)
S CAPITAL WEALTH ADVISORS, LLC
MAHTOMEDI, MN, United States · Form ADV filed Aug 5, 2026
- Regulatory AUM
- $127M Form ADV · Item 5.F
- Client accounts
- 299 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 36 | $104,830,797 | 82.2% |
| Individuals | 64 | $22,635,968 | 17.8% |
Filing source
Form ADV 2124184 · Aug 5, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 5, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
86 MAHTOMEDI AVENUEMAHTOMEDI, MN, 55115, United States
CRD 172591
Filing source
Form ADV 2124184 · Aug 5, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.