YES WEALTH MANAGEMENT of MAHTOMEDI, MN is an SEC-registered investment adviser (CRD 172591). Regulatory assets under management: $127.5M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Robert Eugene Schneeweis | CHIEF EXECUTIVE OFFICER | — |
| Thomas R Schneeweis | CHIEF INVESTMENT OFFICER | — |
| Robert J Schneeweis | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | — |
| Sarah Louise Johnson | PRESIDENT | — |
| JOHNSON KERRY LOUISE | PRESIDENT | — |
| SCHNEEWEIS THOMAS R | CHIEF INVESTMENT OFFICER | — |
| SCHNEEWEIS ROBERT EUGENE | CHIEF EXECUTIVE OFFICER | — |
| SCHNEEWEIS ROBERT J | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | — |