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YOSHIDA WEALTH MANAGEMENT, INC.

CRD 305049

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50 MAIN STREET, SUITE 1000, WHITE PLAINS, NY, 10606, United States

Phone

212-687-7886

Fax

866-334-0321

Registration

— (—)

Source

State registered

Total AUM

$17.0M

Discretionary AUM

$17.0M

Team

1 total employees; 1 advisory reps; 8 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees; ANNUAL FEES BILLED MONTHLY OR QUARTERLY

Org form

Corporation

Filing date

2026-01-20

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals60$17.0M

All web addresses on file

Official SEC filing: View on IAPD