Yes Wealth Management Employee Directory

Investment ManagementMinnesota, United States11-50 Employees

Yes Wealth Management, based in Mahtomedi, Minnesota, provides investment advisory services to individuals and financial institutions. It operates as the business name of S Capital Wealth Advisors, LLC, a Registered Investment Advisor registered in Minnesota, with more than 30 years of experience in the field. The firm builds investment portfolios designed to minimize downside risk while pursuing upside returns through a range of modern investment options and risk-management approaches tailored to each client's situation.

Yes Wealth provides investment advisory and related services to clients nationwide, maintaining registrations and licenses as required by the states in which it operates. The organization is a small to mid-sized firm with a professional team serving a diverse client base in the investment management industry.

Find Yes Wealth Management employees' phone numbers or email addresses

Yes Wealth Management Global Highlights

Location
Employees

North America
13

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  • United States Of America
    13

Asia
2

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  • 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
    T. S.
    President
    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
    M. H.
    Associate Partner
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  • Stylized image of a person
    J. H.
    Senior Strategic Advisor
    Phone icon

Yes Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

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
    Jun 26, 2026
  • Stylized image of a person
    B. S.
    Founding And Managing Partner
    Phone icon
    United StatesMinnesota
    Feb 24, 2026
  • Stylized image of a person
    M. H.
    Associate Partner
    Phone icon
    Jun 26, 2026
  • Stylized image of a person
    T. S.
    President
    Phone icon
    United StatesMinnesota
    Mar 06, 2026
  • Stylized image of a person
    S. J.
    President, Registered Investment Advisor
    Phone icon
    Jun 08, 2026
  • Stylized image of a person
    B. S.
    Chief Operating Officer
    Phone icon
    United StatesMichigan
    Feb 24, 2026
  • Stylized image of a person
    J. H.
    Senior Strategic Advisor
    Phone icon
    Apr 13, 2026

Frequently Asked Questions

What is Yes Wealth Management known for?

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Yes Wealth Management was founded in 1990 operates in the Investment Management industry. The company's main headquarters is located in 86 Mahtomedi Avenue Mahtomedi, Minnesota 55115 United States. Explore Yes Wealth Management's company overview page for more information.

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

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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?

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Yes Wealth Management has approximately 11 employees as of June 2026. These team members are located across 2 continents, including North AmericaAsia.

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

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

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

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