TAKAYOSHI WEALTH MANAGEMENT LLC

Overview

Takayoshi Wealth Management LLC is organized as a limited liability company and is listed as an unclassified advisory firm. The firm’s publicly recorded advisory services focus on financial planning, discretionary portfolio management for individuals and small businesses, and the delivery of educational seminars and workshops. Its stated fee arrangement is fixed fees rather than asset-based or performance-linked compensation. The firm does not identify as a capital allocator, is not flagged as an active ESG investor, and is not registered as a multi-state adviser. The record indicates it is not a newly formed adviser and it does not act as a pension consultant or a related adviser. The year of SEC registration is not reported in the available data.

Assets & Accounts