CRD: 305049
Yoshida Wealth Management, Inc.
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-06-2019
- Office Locations
- 1
Office Locations
About Yoshida Wealth Management, Inc.
Yoshida Wealth Management advises Japan-connected individuals, families, and international couples living in the U.S., integrating retirement planning, investment management, tax planning, and accounting across U.S. and Japanese rules. Founded by Narumi Yoshida, the firm provides guidance in Japanese or English and can coordinate cross-border financial needs; portfolios are custodied at Charles Schwab.
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Fund Managers
Investment Themes
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Platform
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Technology
Owner & Executives
NARUMI YOSHIDA
Chief Compliance Officer, Chief Executive Officer, FOUNDER, Partner
- CRD
- #6218218
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,989,514 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,989,514 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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