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Yes Wealth Management Employee Directory

Investment ManagementMinnesota, United States11-50 Employees

Yes Wealth Management has about 11 employees across 2 continents, most of them in North America. By country, the largest groups are United States Of America (79%), Malaysia (11%) and India (11%). Banking and Business make up over half of the profiles with a known department. Yes Wealth Management's workforce fell 13% between January 2026 and November 2026.

Find Yes Wealth Management employees' phone numbers or email addresses

Yes Wealth Management Global Highlights

Location
Employees

North America
15

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  • United States Of America
    15

Asia
4

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  • Malaysia
    2
  • India
    2

North America accounts for 79% of Yes Wealth Management's workforce, followed by Asia (21%).

Yes Wealth Management's Leadership

  • Chief Investment Officer at Yes Wealth Management
    T. S.
    Chief Investment Officer
    Mobile Phone
  • President, Registered Investment Advisor at Yes Wealth Management
    S. J.
    President, Registered Investment Advisor
    Mobile Phone
  • Senior Strategic Advisor at Yes Wealth Management
    J. H.
    Senior Strategic Advisor
    Mobile Phone
  • Associate Partner at Yes Wealth Management
    M. H.
    Associate Partner
    Mobile Phone

Yes Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other

Banking is the largest department at 83% of profiles with a known department, up from 75% in January 2026, followed by Business (17%, down from 25%).

Contact profiles from Yes Wealth Management

Name
Title
Contact
Location
Last Update
  • Chief Investment Officer at Yes Wealth Management
    T. S.
    Chief Investment Officer
    Mobile Phone
    Oct 20, 2026
  • President, Registered Investment Advisor at Yes Wealth Management
    S. J.
    President, Registered Investment Advisor
    Mobile Phone
    Jun 08, 2026
  • Senior Strategic Advisor at Yes Wealth Management
    J. H.
    Senior Strategic Advisor
    Mobile Phone
    Apr 13, 2026
  • Associate Partner at Yes Wealth Management
    M. H.
    Associate Partner
    Mobile Phone
    Oct 25, 2026

Frequently Asked Questions

What are the largest departments at Yes Wealth Management?

Minus sign iconPlus sign iconBanking is the largest department at 83% of profiles with a known department, up from 75% in January 2026, followed by Business (17%, down from 25%).

Where are Yes Wealth Management's employees located?

Minus sign iconPlus sign iconYes Wealth Management has about 11 employees across 2 continents, most of them in North America. North America accounts for 79% of Yes Wealth Management's workforce, followed by Asia (21%). By country, the largest groups are United States Of America (79%), Malaysia (11%) and India (11%).

How has Yes Wealth Management's workforce changed over the past year?

Minus sign iconPlus sign iconYes Wealth Management's workforce fell 13% between January 2026 and November 2026. Banking's share of profiles with a known department rose from 75% to 83%.

How many employees does Yes Wealth Management have currently?

Minus sign iconPlus sign iconYes Wealth Management has approximately 11 employees as of November 2026. These team members are located across 2 continents, including North America and Asia.

Who are Yes Wealth Management's key employees and leadership?

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As of November 2026, Yes Wealth Management's key employees include:

  • Chief Investment Officer: T. S.
  • President, Registered Investment Advisor: S. J.
  • Senior Strategic Advisor: J. H.
  • Associate Partner: M. H.

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What is Yes Wealth Management's most common email format?

Minus sign iconPlus sign iconYes Wealth Management employees' email format typically follows the pattern of FLast@yeswealth.com. Trying to find reliable and up-to-date employee contact data? Find more Yes Wealth Management email formats with LeadIQ.

What is Yes Wealth Management known for?

Minus sign iconPlus sign iconYes Wealth Management was founded in 1990 and operates in the Investment Management industry. Explore Yes Wealth Management's company overview page for more information.

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