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TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.

NEWPORT BEACH, CA · CRD 146778 · IAPD ↗ · familyofficeria.com · 949-878-9400

$148.3MRegulatory AUM
2Advisory reps
5Employees
3Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. moved its main office from COSTA MESA, CA to NEWPORT BEACH, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
60
April 2026 — TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. reported RAUM up 29% ($114.5M -> $148.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2024 — TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.