# YOSEMITE WEALTH

YOSEMITE WEALTH of OAKHURST, CA is an SEC-registered investment adviser.

## Registration

- CRD: 322900
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/322900/brochure
- Similar advisers: https://search.stillhousedata.com/firm/322900/similar
- Related entities: https://search.stillhousedata.com/firm/322900/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/322900

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.