# Teixeira Wealth Management

Teixeira Wealth Management is a RIA.

## Overview

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

## Regulatory record

- **CRD number:** 283906
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/283906

## About

TEIXEIRA WEALTH MANAGEMENT LLC is a state-registered investment adviser in SAN LUIS OBISPO, CA. The firm manages $20 million in regulatory assets under management, $20 million on a discretionary basis. It has 2 employees and 1 investment adviser.

## Questions

### Who runs investment decisions at Teixeira Wealth Management?

No named principals or investment committee members have been identified in public records or firm communications.

### How does Teixeira Wealth Management source proprietary deal flow?

There is no publicly documented proprietary deal sourcing or co-investment program attributed to the firm.

### What investment stages does Teixeira Wealth Management typically target?

No information about target investment stages—such as venture, growth, buyout, or credit—is publicly available.

### Which sectors does Teixeira Wealth Management explicitly avoid?

The firm has not published any negative sector screens or allocation exclusions.

## Related profiles

- [Sentinel Investment Planning](https://altss.com/profile/sentinel-investment-planning-llc)
- [Legacy PCG](https://altss.com/profile/legacy-pcg-llc)

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Last updated: 2026-08-14T12:30:00.000Z

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