Yoshida Wealth Management, Inc.

RIASEC Registered
Total AUM
$17M
Discretionary
$17M
100% of AUM
Avg account
$173K
Accounts
98
Employees
1
Advisory reps
1

Firm details

Headquarters
White Plains, New York
CRD number
305049
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

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

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 98%, Cash & Cash Equivalents 2%98%
  • Public Funds/Mutual Funds98%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • Narumi Yoshida

    Narumi Yoshida

    Founder and CEOCRD 6218218

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

White Plains, NY

Westchester

Location

White Plains, NY

Headquartered in White Plains, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Westchester
Address
50 Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth