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Yosemite Wealth

Headquartered in OAKHURST, CA

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Firm Information

Yosemite Wealth is an independent wealth management firm serving individuals and high-net-worth individuals. They provide financial planning, pension consulting, selection of other advisors, and portfolio management services. Their firm manages over $12 million in regulatory assets under management.

Yosemite Wealth

$12.78M

Assets Under Management

55

Total Clients

Not reported

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

YOSEMITE WEALTH has a total of 1 branch locations across the country.
location

OAKHURST, CA

Advisors at Yosemite Wealth

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Travis Trettin

RA

OAKHURST, CA

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Disclosures

There are no public disclosures for Yosemite Wealth.

Frequently Asked Questions (6)

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