# Yosemite Wealth

Yosemite Wealth is a RIA based in Oakhurst, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Oakhurst, United States
- **Region:** North America
- **Address:** San Francisco, CA, United States
- **Assets under management:** Undisclosed
- **Website:** https://yosemitewealth.com
- **LinkedIn:** https://www.linkedin.com/company/travis-trettin-crpc%c2%ae-ab000375

## Regulatory record

- **CRD number:** 322900
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/322900

## About

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.

## People

- Travis Trettin — Owner and President
- Travis Trettin — President

## Related profiles

- [Revolut Wealth](https://altss.com/profile/revolut-wealth-inc)
- [Paradox Financial](https://altss.com/profile/paradox-financial-llc)

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Last updated: 2026-08-11T15:08:42.881Z

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