JY
CFA
JY
CFA

Joshua Erastus Young

6 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
509 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$885.6M

Fee Structure

Minimum Investment:$500K
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Location

Ramona, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Joshua is a director at Southwest Public Policy Institute, a nonprofit charity focused on public policy in the American Southwest, since 2022. He spends minimal time on this during trading hours and about 10-20% of his time outside trading hours.

Employment History
Current Registrations
Worthpointe
November 2025 - Present · 3 mos
Constitution Wealth LLC
May 2024 - Present · 1 yr 9 mos
Previous Registrations
The Republic Capital Management LLC
July 2019 - September 2024 · 5 yrs 2 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.