Yoshida Wealth Management, Inc.

Overview

Yoshida Wealth Management, Inc. is an independent, privately owned registered investment adviser operating as a corporation and focused on individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements and other fee types, giving flexibility for different client needs. The firm is identified as a capital allocator, indicating it places client capital with outside managers in addition to managing portfolios in-house. Yoshida Wealth Management is not designated as an active ESG investor, is not a multi-state adviser, and does not list pension consulting or related-adviser relationships in its regulatory filing. An industry affiliation with an accountant is noted.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices