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TEAM WEALTH & TAX ADVISORS

TEMECULA, CA · CRD 309411 · IAPD ↗ · g.co · 951-308-6444

$251.1MRegulatory AUM
6Advisory reps
7Employees
0Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
May 2026 — TEAM WEALTH & TAX ADVISORS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
March 2026 — TEAM WEALTH & TAX ADVISORS reported RAUM up 26% ($185.8M -> $233.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
March 2026 — TEAM WEALTH & TAX ADVISORS now reports custody of client assets ($52.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
25
April 2025 — TEAM WEALTH & TAX ADVISORS changed its website from wealthandtax.com to g.co.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
50
April 2025 — TEAM WEALTH & TAX ADVISORS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2025 — TEAM WEALTH & TAX ADVISORS reported RAUM up 26% ($147.2M -> $185.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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