TEAM WEALTH & TAX ADVISORS

40395 Winchester Road
Suite A
Temecula, California 92591
Tel: 951-308-6444

About TEAM WEALTH & TAX ADVISORS

TEAM WEALTH & TAX ADVISORS, formally registered with the SEC as TEAM WEALTH & TAX ADVISORS. The firm was established in 03/10/2023. They have over 1 offices throughout the country.

TEAM WEALTH & TAX ADVISORS is a Temecula, California based Financial Planning firm with nearly $147,216,357 assets under management, offering retirement planning & investment advisory services to 625 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	309411
SEC#	801-127441
Assets Managed by Firm	$147,216,357
No. of Clients	625
No. of Advisors	8

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops
Other (BASIC ESTATE PLANNING)

Firm Client Information

	No. of Clients	AUM
Firm Total	625	$147,216,357
Individuals (other than high net worth individuals)	262	$69,841,572
High net worth individuals	54	$77,374,785

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