David Yoshioka
Highline Wealth Partners · Sherman Oaks, California
David Yoshioka is a fee-only financial advisor at Highline Wealth Partners in Sherman Oaks, California. David focuses on family wealth transfer and small business owners. Highline Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Multi-generational families
Facts
| Firm | Highline Wealth Partners |
|---|---|
| Based in | Sherman Oaks, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $867.9M across 942 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4537826 |
| Exams passed | Series 65 (2001) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.charlesworthrugg.com |
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Questions about David
Is David Yoshioka a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Highline Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Highline Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does David charge?
According to Highline Wealth Partners's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is David Yoshioka based?
David Yoshioka is based in Sherman Oaks, California.
What does David specialize in?
David's specialties include family wealth transfer and small business owners. David works with executives and multi-generational families.
Is David Yoshioka registered with the SEC?
Yes. David Yoshioka is registered as an investment adviser representative in CA (CRD 4537826), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Highline Wealth Partners manage?
Highline Wealth Partners reports $867.9M across 942 accounts in assets under management.
How do I contact David Yoshioka?
Through David's website, www.charlesworthrugg.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Highline Wealth Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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