Yube Wealth Management

Yube Wealth Management (CRD# 136933) is a financial advisory firm headquartered in Cupertino, CA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Yube Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Koichi Yube
CRD#: 4382365
19925 Stevens Creek Blvd, Suite 100, Cupertino, CA 95014
96
Wealthminder
score

Koichi Yube (CRD# 4382365) is an Investment Advisor Representative working at Yube Wealth Management in Cupertino, CA and has over 15 years of experience in the finance industry. Koichi Yube has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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