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TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.
CRD 146778 · SEC 801-110232
650 TOWN CENTER DRIVE, SUITE 890, COSTA MESA, CA, 92626, United States
Phone
949-878-9400
Fax
949-878-9420
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$148.3M
Discretionary AUM
$145.2M
Team
5 total employees; 2 advisory reps; 3 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $4.1M |
| High net worth individuals | 45 | $92.5M |
| Charitable organizations | 30 | $47.8M |
States served
CA, NC, TX
All web addresses on file
Official SEC filing: View on IAPD