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Yosemite Wealth
Yosemite Wealth is a fee-only wealth management firm and Registered Investment Advisor providing high-level planning and investment management for individuals,...
Yosemite Wealth
Yosemite Wealth is a fee-only wealth management firm and Registered Investment Advisor providing high-level planning and investment management for individuals, families and businesses. As a fiduciary, it focuses on acting in clients' best interest with a personal approach to investing. The firm is independent and has no affiliation with large brokers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Oakhurst
Corporate office
San Francisco, CA, United States
Principals
Travis Trettin
Owner and President
Travis Trettin
President
Frequently asked questions
What is Yosemite Wealth?
Yosemite Wealth is a ria headquartered in Oakhurst, United States.
Where is Yosemite Wealth headquartered?
Yosemite Wealth is headquartered in Oakhurst, United States, in the North America region.
What does Altss track for Yosemite Wealth?
Altss maintains an OSINT-verified profile of Yosemite Wealth covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Yosemite Wealth's website?
Yosemite Wealth's public website is yosemitewealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Yosemite Wealth?
Yosemite Wealth is classified by Altss as a RIA, operating from United States within the North America region.
How does Altss source intelligence on Yosemite Wealth?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Yosemite Wealth's Altss profile last updated?
Yosemite Wealth's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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