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YOSEMITE WEALTH
YOSEMITE WEALTH LLC
CRD 322900
40047 HIGHWAY 41, UNIT B, OAKHURST, CA, 93644, United States
Phone
5593120187
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$16.3M
Discretionary AUM
$16.3M
Team
1 total employees; 1 advisory reps; 71 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 64 | $6.7M |
| High net worth individuals | 6 | $9.2M |
All web addresses on file
Official SEC filing: View on IAPD