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TEAMWORK FINANCIAL ADVISORS, LLC

SAN ANTONIO, TX · CRD 165237 · IAPD ↗ · teamworkfinancial.com · 210-687-1333

$1.01BRegulatory AUM
11Advisory reps
26Employees
1Clients
0Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
September 2026 — TEAMWORK FINANCIAL ADVISORS, LLC shrank from 14 to 11 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
85
April 2026 — TEAMWORK FINANCIAL ADVISORS, LLC crossed $1B in regulatory AUM ($800.5M -> $1.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
April 2025 — TEAMWORK FINANCIAL ADVISORS, LLC shrank from 17 to 13 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
53
April 2024 — TEAMWORK FINANCIAL ADVISORS, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
April 2024 — TEAMWORK FINANCIAL ADVISORS, LLC now reports custody of client assets ($78.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
72
April 2024 — TEAMWORK FINANCIAL ADVISORS, LLC grew from 12 to 16 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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