$16.3M Total AUM
$16.3M Disc. AUM
-- 3Y CAGR
1 Employees
141 ADV. Clients
3 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-06-2022
- Office Locations
- 1
Office Locations
40047 Highway 41 Unit B Oakhurst CA
About Yosemite Wealth
Yosemite Wealth is an Oakhurst, CA RIA focused on helping individuals plan for retirement and the lifestyle they envision. The firm provides holistic financial planning, including tax, estate/legacy and insurance planning, paired with active portfolio construction and asset allocation with an emphasis on risk management. Custodies through Altruist.
Team overview
40 AVG AGE
$16.3M AVG AUM / ADVISOR
$115.8K AVG AUM / CLIENT
3.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
Travis Trettin
Chief Compliance Officer, Owner, President
- CRD
- #6748729
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,327,259 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,327,259 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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