Yes Wealth Management Employee Directory

Investment ManagementMinnesota, United States11-50 Employees

Yes Wealth Management has provided trusted quality investment advice to individuals and financial institutions for over 30 years. Our experienced team creates investment portfolios that help our investors to minimize significant downside risk while participating in upside returns through the use of a range of modern investment options and risk management approaches that are suitable for each client's unique situation.

Yes Wealth Management (“Yes Wealth”) is the business name of S Capital Wealth Advisors, LLC., a Registered Investment Advisor (“RIA”) located in the state of Minnesota.  Yes Wealth Provides investment advisory and related services for clients nationally. Yes Wealth will maintain all applicable registration and licenses as required by the various states in which Yes Wealth conducts business, as applicable. Yes Wealth renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

Important Disclosures/Disclaimers:
https://yeswealth.com/important-disclosures/

Information provided on this social media profile is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided after entering into an advisory agreement with Yes Wealth, and providing Yes Wealth with all requested background and account information.

Find Yes Wealth Management employees' phone numbers or email addresses

Yes Wealth Management Global Highlights

Location
Employees

North America
13

Minus sign iconPlus sign icon
  • United States Of America
    13

Asia
2

Minus sign iconPlus sign icon
  • India
    2

Yes Wealth Management's Leadership

  • Stylized image of a person
    T. S.
    Chief Investment Officer
    Phone icon
  • Stylized image of a person
    B. S.
    Chief Operating Officer
    Phone icon
  • Stylized image of a person
    S. J.
    President, Registered Investment Advisor
    Phone icon
  • Stylized image of a person
    B. S.
    Founding And Managing Partner
    Phone icon
  • Stylized image of a person
    J. H.
    Senior Strategic Advisor
    Phone icon
  • Stylized image of a person
    M. H.
    Registered Investment Advisor Representative
    Phone icon

Contact profiles from Yes Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. S.
    Chief Investment Officer
    Phone icon
    Aug 07, 2025
  • Stylized image of a person
    B. S.
    Founding And Managing Partner
    Phone icon
    United StatesMinnesota
    Dec 03, 2025
  • Stylized image of a person
    S. J.
    President, Registered Investment Advisor
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    B. S.
    Chief Operating Officer
    Phone icon
    United StatesMichigan
    Oct 27, 2025
  • Stylized image of a person
    J. H.
    Senior Strategic Advisor
    Phone icon
    United StatesMinnesota
    Oct 19, 2025
  • Stylized image of a person
    M. H.
    Registered Investment Advisor Representative
    Phone icon
    Nov 11, 2025

Frequently Asked Questions

What is Yes Wealth Management known for?

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

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

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

How many employees does Yes Wealth Management have currently?

Minus sign iconPlus sign icon
Yes Wealth Management has approximately 12 employees as of December 2025. These team members are located across 2 continents, including North AmericaAsia.

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

Minus sign iconPlus sign icon

As of December 2025, Yes Wealth Management's key employees include:

  • Chief Investment Officer: T. S.
  • Chief Operating Officer: B. S.
  • President, Registered Investment Advisor: S. J.
  • Founding And Managing Partner: B. S.
  • Senior Strategic Advisor: J. H.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.