Overview
Assets Under Management: $233 million
Headquarters: TEMECULA, CA
High-Net-Worth Clients: 74
Average Client Assets: $2 million
Frequently Asked Questions
TEAM WEALTH & TAX ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #309411), TEAM WEALTH & TAX ADVISORS is subject to fiduciary duty under federal law.
TEAM WEALTH & TAX ADVISORS is headquartered in TEMECULA, CA.
TEAM WEALTH & TAX ADVISORS serves 74 high-net-worth clients according to their SEC filing dated February 06, 2026. View client details ↓
According to their SEC Form ADV, TEAM WEALTH & TAX ADVISORS offers financial planning and portfolio management for individuals. View all service details ↓
TEAM WEALTH & TAX ADVISORS manages $233 million in client assets according to their SEC filing dated February 06, 2026.
According to their SEC Form ADV, TEAM WEALTH & TAX ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.98
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 777
Discretionary Accounts: 777
Regulatory Filings
CRD Number: 309411
Filing ID: 2042119
Last Filing Date: 2026-02-06 15:36:34