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YOSHI ADVISORY

SAN FRANCISCO, CA · CRD 339574 · IAPD ↗ · yoshi.ai · (888) 900-9041

$0Regulatory AUM
2Advisory reps
11Employees
0Clients
0Planning clients
0Private funds
53States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

95
June 2026 — YOSHI ADVISORY (SAN FRANCISCO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.