TEIXEIRA WEALTH MANAGEMENT LLC

Overview

Teixeira Wealth Management LLC is a small, fee-based advisory firm that serves individual and family clients and focuses on discretionary portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM fee and supplements its advisory practice with real estate broker and insurance broker activities, which can influence the types of investments it recommends and the vehicles it uses for client portfolios. Teixeira Wealth Management does not position itself as an ESG investor, is not a multi-state adviser, and is organized as a limited liability company under individual ownership. Investment activity centers on exchange-traded equities as the primary equity sleeve, with meaningful allocations to externally managed alternative strategies in real estate, commodities, and oil & gas. Mutual funds are also used alongside exchange-traded instruments to construct diversified portfolios. The firm is not described as acting as a capital allocator or pension consultant; its client mix and product set are geared to private clients and small business owners.

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Public Holdings

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Location & Offices