Team Wealth & Tax Advisors
Team Wealth & Tax Advisors is an SEC-registered mass-market adviser in Temecula, CA with $251.1M assets under management (AUM, regulatory AUM), +35% over one year. See who owns Team Wealth & Tax Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 309411, SEC 801-127441, data through 2026-06-02.
- AUM (assets under management / regulatory AUM)
- $251.1M (2026-06-02)
- Firm type
- Mass-Market Adviser
- Location
- Temecula, CA
- Employees
- 7
- Clients
- 366
- CRD
- 309411
- Ownership
- COLE, JEFFRY, STEPHEN; COLE, LEONARD, PAUL
How much AUM does Team Wealth & Tax Advisors have?
Team Wealth & Tax Advisors reported $251.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-02).
Who owns Team Wealth & Tax Advisors?
Disclosed owners and executives of Team Wealth & Tax Advisors include COLE, JEFFRY, STEPHEN, COLE, LEONARD, PAUL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.