Tax Efficient Asset Management Solution Inc

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Tax Efficient Asset Management Solution Inc
CRD #146778
SEC #801-110232
CIK #
AUM 148.3 M (2026-03-31)
Employees 5 (40% Investors, 0% Brokers)
Phone949-878-9400
Address650 Town Center Drive
Costa Mesa, CA 92626
Source [IAPD] [Website]
Total AUM ($M)
200160120804002007201320202027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 12 4.1
(b) Individuals (high net worth individuals) 45 92.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 3.9
(h) Charitable organizations 30 47.8
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 203 148.3
By Discretionary
Discretionary 201 145.2
Non-Discretionary 2 3.0
Total 203 148.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 148.3
Total 203 148.3
Firm Profile (Form ADV)
Discretionary AUM$0.2B
Clients3
ServesInstitutional, Retail
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