# TEAM WEALTH & TAX ADVISORS

TEAM WEALTH & TAX ADVISORS is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 309411
- **SEC file number:** 801-127441
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309411

## About

TEAM WEALTH & TAX ADVISORS is an SEC-registered investment adviser in TEMECULA, CA, registered since 2023. The firm manages approximately $233 million in regulatory assets. It has 7 employees and 6 investment advisers.

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Last updated: 2026-06-03T20:00:00.000Z

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