YOSHIDA WEALTH MANAGEMENT, INC.

Overview

Yoshida Wealth Management, Inc. is an independent, individual-owned registered investment adviser operating as a corporation that serves a small base of individual and family clients. The firm emphasizes fee-based financial planning and discretionary portfolio management and also acts as a capital allocator, selecting third-party advisers when client needs exceed in-house capabilities. Advisory services listed include financial planning services, portfolio management for individuals and small businesses, and the selection of other advisers. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. Investment activity is concentrated and straightforward: portfolios are managed on a discretionary basis, with a clear tilt toward pooled public funds. The firm’s business model combines percentage-of-AUM billing with hourly and fixed-fee arrangements, allowing flexibility across planning and ongoing management engagements. An accountant-level industry affiliation is noted, which can support tax-aware planning for clients.

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