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TEAM WEALTH & TAX ADVISORS
TEAM FINANCIAL GROUP, LLC
CRD 309411 · SEC 801-127441
40395 WINCHESTER ROAD, SUITE A, TEMECULA, CA, 92591, United States
Phone
951-308-6444
Fax
951-308-6441
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$251.1M
Discretionary AUM
$251.1M
Team
7 total employees; 6 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)BASIC ESTATE PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 287 | $109.9M |
| High net worth individuals | 79 | $140.2M |
States served
CA, ID, TX, FL
All web addresses on file
- https://g.co/kgs/d1f8fyQ
- https://www.linkedin.com/company/team-wealth-&-tax-advisors/
- https://www.facebook.com/teamtax
- https://www.youtube.com/@teamwealthtax
- https://nextdoor.com/pages/teamtax-professional-tax-preparation-services-temecula-ca/?init_source=org_pages
- https://www.wealthandtax.com/
- https://www.instagram.com/teamwealthtax/
- https://www.yelp.com/biz/team-wealth-and-tax-advisors-temecula?osq=team+wealth+%26+tax&override_cta=Request+a+consultation
Official SEC filing: View on IAPD