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| Keyboard |
| Tax Efficient Asset Management Solution Inc
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|---|---|
| CRD # | 146778 |
| SEC # | 801-110232 |
| CIK # | |
| AUM | 148.3 M (2026-03-31) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 949-878-9400 |
| Address | 650 Town Center Drive Costa Mesa, CA 92626 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($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 |
| Clients | 3 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Curtis Wealth Management LLC
✚
|
NV | 148.5 M |
|
Sonnet LLC
✚
|
TX | 148.4 M |
|
Arborfi Advisors LLC
✚
|
MI | 148.4 M |
|
Prestige Wealth Management Inc
✚
|
TX | 148.4 M |
|
Skyline Financial Northwest LLC
✚
|
OR | 148.3 M |
|
Quorus Inc
✚
|
CT | 148.2 M |
|
Stavis Wealth Transfer Solutions LLC
✚
|
TX | 148.1 M |
|
Broadwing Capital Advisors Inc
✚
|
CA | 148.0 M |
|
AXIA Wealth Management Inc
✚
|
OR | 148.0 M |
|
Paller Financial Services Inc
✚
|
CO | 147.9 M |