Team Wealth & Tax Advisors
Firm details
- Headquarters
- Temecula, California
- CRD number
- 309411
- Registered since
- March 10, 2023
- Website
- www.wealthandtax.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI55.85%
- Individuals43.78%
- Charitable Organizations0.37%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Team Wealth & Tax Advisors is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2023. Ownership is listed as individual, and the firm combines accounting services with advisory work, positioning itself toward individual and family clients. Advisory services emphasize financial planning and discretionary portfolio management for individuals and small businesses. Fee arrangements include percentage-of-AUM and fixed-fee structures. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Exchange Traded Equities2%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Jeffry Cole
Owner & CEOCRD 2437637
Contacts
3 of 5
Jeffry Cole
Wealth and Tax AdvisorCRD 6791844
Leonard Cole
Tax AdvisorCRD 2421588
Dustin Watts
Private Wealth AdvisorCRD 7038627
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$236M in ETFs
69%
$162M
31%
$74M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND (DGRW) | Wisdom Tree | Passive | Large Blend | $39M | 407,395 | 16.53% |
Location
Temecula, CA
Riverside
Location
Temecula, CA
Headquartered in Temecula, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Riverside
- Address
- 40395 Winchester Rd
- Time zone
- PT (UTC-8)
- Office locations
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