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Yoshida Wealth Management
YOSHIDA WEALTH MANAGEMENT, INC. is a state-registered investment adviser in WHITE PLAINS, NY. The firm manages approximately $17 million in regulatory assets.
Overview
YOSHIDA WEALTH MANAGEMENT, INC. is a state-registered investment adviser in WHITE PLAINS, NY. The firm manages approximately $17 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Year founded
2010
Location
Region
North America
Country
United States
City
White Plains
Corporate office
New York, NY, United States
Principals
Michael Yoshida
Founder & Chief Executive Officer
Sector focus
Frequently asked questions
How does Yoshida source proprietary deal flow?
The firm relies on Michael Yoshida’s personal and professional networks — built during his career — to source deals that do not circulate broadly. This excludes open-market processes where capital is competitively bid, and no known external advisory firms are used for deal origination.
Does Yoshida participate in fund commitments or only direct deals?
Yoshida makes both direct investments in private credit, real estate, and infrastructure, and also commits capital to hedge funds. The direct deals involve co-investment alongside other family offices and proprietary firms; the hedge fund sleeve uses external managers.
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