Team Wealth & Tax Advisors

Overview

Team Wealth & Tax Advisors is an independent registered investment adviser organized as an LLC and owned by an individual. The firm is SEC-registered (registration year 2023) and serves primarily individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements combine percentage-of-AUM and fixed-fee models, and the firm also operates an accounting practice that feeds into its advisory services. Investment activity centers on public funds and mutual funds as the primary vehicle for client portfolios; the firm does not identify as an active ESG investor. It is not positioned as a capital allocator or pension consultant and is not classified as a multi-state adviser for registration purposes.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices