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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Tea & Taxes Company DBA Prosperitea Planning
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|---|---|
| CRD # | 282041 |
| SEC # | 801-134175 |
| CIK # | |
| AUM | $125.0 M (2025-07-16) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 413-829-4832 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 64 | 31.7 |
| (b) Individuals (high net worth individuals) | 44 | 93.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 537 | 125.0 |
| By Discretionary | ||
| Discretionary | 537 | 125.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 537 | 125.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 125.0 | |
| Total | 537 | 125.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Vision Capital Partners
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|
MI | 0.1 |
|
Capital City Wealth Management Inc
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|
ND | 0.1 |
|
Dipaolo Financial Group Inc
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|
FL | 0.1 |
|
Gibson Financial Solutions Inc
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|
ME | 0.1 |
|
Marvel Financial Planning Inc
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|
0.1 | |
|
Twenty Twenty Investment Advisors LLC
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|
0.1 | |
|
Town Capital LLC
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|
MD | 0.1 |
|
Big Sky Wealth Advisors LLC
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|
MT | 0.1 |
|
Eagleson Arndt Financial Advisors LLC
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|
CA | 0.1 |
|
Chartered Advisory Group Inc
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|
PA | 0.1 |