# YES WEALTH MANAGEMENT

YES WEALTH MANAGEMENT of MAHTOMEDI, MN is an SEC-registered investment adviser.

## Registration

- CRD: 172591
- Type: SEC-registered investment adviser
- SEC file number: 801-128782
- Location: 86 MAHTOMEDI AVENUE, MAHTOMEDI, MN, 55115
- Phone: (651) 426-5854
- Latest filing: 2026-08-05
- Regulatory AUM: $127.5M
- Discretionary AUM: $127.5M
- Clients: 7
- Accounts: 299

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (8)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/172591/brochure
- Similar advisers: https://search.stillhousedata.com/firm/172591/similar
- Related entities: https://search.stillhousedata.com/firm/172591/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/172591

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.