YOSEMITE WEALTH

YOSEMITE WEALTH of OAKHURST, CA is an SEC-registered investment adviser (CRD 322900). Regulatory assets under management: $16.3M.

Registration

• CRD: 322900
• Type: Registered investment adviser
• Location: 40047 HIGHWAY 41, OAKHURST, CA, 93644
• Phone: 5593120187
• Latest filing: 2026-01-27
• Regulatory AUM: $16.3M
• Discretionary AUM: $16.3M
• Clients: 1
• Accounts: 137

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 322900 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search