# Takayoshi Wealth Management LLC

Takayoshi Wealth Management LLC is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** takayoshi.com.br

## Regulatory record

- **CRD number:** 340514
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/340514

## About

TAKAYOSHI WEALTH MANAGEMENT LLC is a state-registered investment adviser in NEWTON, MA. It has 1 employee and 1 investment adviser. The firm is based in Massachusetts.

## Questions

### Who runs investment decisions at Takayoshi Wealth Management?

Takayoshi Wealth Management does not publicly disclose the names of its principals or investment committee members. The firm, which requires a chief compliance officer, but that title is not attached to a named individual in available records.

### Which sectors does Takayoshi Wealth Management explicitly avoid?

Takayoshi Wealth Management does not publish any negative screens or sector exclusions. Without a publicly available investment policy statement, its avoidance criteria remain unknown.

## Related profiles

- [JMD Financial Planning Inc.](https://altss.com/profile/jmd-financial-planning-inc)
- [Q2 Financial](https://altss.com/profile/q2-financial)

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Last updated: 2026-08-14T12:30:00.000Z

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