YOSHIDA WEALTH MANAGEMENT, INC.

YOSHIDA WEALTH MANAGEMENT, INC. of WHITE PLAINS, NY is an SEC-registered investment adviser (CRD 305049). Regulatory assets under management: $17.0M.

Registration

• CRD: 305049
• Type: Registered investment adviser
• Location: 50 MAIN STREET, WHITE PLAINS, NY, 10606
• Phone: 212-687-7886
• Latest filing: 2026-01-20
• Regulatory AUM: $17.0M
• Discretionary AUM: $17.0M
• Clients: 1
• Accounts: 98

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305049 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search