RIA Intel›Advisers›California›YOSEMITE WEALTH LLC

YOSEMITE WEALTH LLC

Advisory

OAKHURST, CA

Data as of Jan 27, 2026 · Source: SEC Form ADV

Rank in CA

#4,405

of 5,480 advisers by AUM

Average account

$119K

across 137 accounts

AUM per adviser

$16M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 27, 2026.

Total AUM

$16M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$16M

Discretionary AUM$16M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients70

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

70 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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