YOSEMITE WEALTH

Overview

Yosemite Wealth operates as an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individuals and families on a fee‑based model charging a percentage of assets under management. Its regulatory filing lists core advisory services as financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. The filing also indicates Yosemite Wealth acts as a capital allocator, meaning it places client capital with third‑party managers rather than exclusively building in‑house bespoke strategies. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives