Active
TEAM WEALTH & TAX ADVISORS
Investment Advice|TEMECULA, CA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$185.8M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 185.8M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 309411 |
| SEC Number | 801-127441 |
| Street Address | 40395 WINCHESTER ROAD |
| Street Address 2 | SUITE A |
| Location | TEMECULA, CA 92591 |
| Country | United States |
| Phone | 951-308-6444 |
| Fax | 951-308-6441 |
| Total Employees | 7 |
| Business Types | accountant |
Client Count by Type (332 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 278 |
| High Net Worth Individual… | 54 |
Community Partners
CITY OF BANNING
CITY OF BEAUMONT
CITY OF BLYTHE
CITY OF CALIMESA
CITY OF CANYON LAKE
CITY OF CATHEDRAL
CITY OF COACHELLA
CITY OF CORONA
CITY OF DESERT HOT SPRINGS
CITY OF EASTVALE
CITY OF HEMET
CITY OF INDIO
CITY OF JURUPA VALLEY
CITY OF LAKE ELSINORE
CITY OF LA QUINTA
CITY OF MENIFEE
CITY OF MORENO VALLEY
CITY OF NORCO
CITY OF PALM DESERT
CITY OF PALM SPRINGS
CITY OF BANNING
CITY OF BEAUMONT
CITY OF BLYTHE
CITY OF CALIMESA
CITY OF CANYON LAKE
CITY OF CATHEDRAL
CITY OF COACHELLA
CITY OF CORONA
CITY OF DESERT HOT SPRINGS
CITY OF EASTVALE
CITY OF HEMET
CITY OF INDIO
CITY OF JURUPA VALLEY
CITY OF LAKE ELSINORE
CITY OF LA QUINTA
CITY OF MENIFEE
CITY OF MORENO VALLEY
CITY OF NORCO
CITY OF PALM DESERT
CITY OF PALM SPRINGS
CITY OF BANNING
CITY OF BEAUMONT
CITY OF BLYTHE
CITY OF CALIMESA
CITY OF CANYON LAKE
CITY OF CATHEDRAL
CITY OF COACHELLA
CITY OF CORONA
CITY OF DESERT HOT SPRINGS
CITY OF EASTVALE
CITY OF HEMET
CITY OF INDIO
CITY OF JURUPA VALLEY
CITY OF LAKE ELSINORE
CITY OF LA QUINTA
CITY OF MENIFEE
CITY OF MORENO VALLEY
CITY OF NORCO
CITY OF PALM DESERT
CITY OF PALM SPRINGS
Municipal Government
27 Active
27
Organizations
ALVORD DRAINAGE DISTRICT
BEAUMONT-CHERRY VALLEY RECREATION PARK DIST
BEAUMONT CHERRY VALLEY WATER DISTRICT
BEAUMONT LIBRARY DISTRICT
BEDFORD-COLDWATER GROUNDWATER SUSTAINABILITY AUTHORITY
CABAZON COUNTY WATER DISTRICT
California Municipal Finance Authority CFD No 2021-18
California Municipal Finance Authority CFD No 2021-4
California Municipal Finance Authority CFD No 2022-13
California Municipal Finance Authority CFD No 2024-12
CALIFORNIA SPECIAL DISTRICT ASSOCIATION FINANCE CORPORATION
California Statewide Communities Development Authority CFD No 2002-1
California Statewide Communities Development Authority CFD No 2018-02
California Statewide Communities Development Authority CFD No 2020-02
California Statewide Communities Development Authority CFD No 2025-21
Chino CFD No 2016-1
CHIRIACO SUMMIT WATER DISTRICT
COACHELLA/INDIO WASTE TRANSFER STATION AUTHORITY
COACHELLA VALLEY ASSOCIATION OF GOVTS
COACHELLA VALLEY CONSERVATION COMMISSION
ALVORD DRAINAGE DISTRICT
BEAUMONT-CHERRY VALLEY RECREATION PARK DIST
BEAUMONT CHERRY VALLEY WATER DISTRICT
BEAUMONT LIBRARY DISTRICT
BEDFORD-COLDWATER GROUNDWATER SUSTAINABILITY AUTHORITY
CABAZON COUNTY WATER DISTRICT
California Municipal Finance Authority CFD No 2021-18
California Municipal Finance Authority CFD No 2021-4
California Municipal Finance Authority CFD No 2022-13
California Municipal Finance Authority CFD No 2024-12
CALIFORNIA SPECIAL DISTRICT ASSOCIATION FINANCE CORPORATION
California Statewide Communities Development Authority CFD No 2002-1
California Statewide Communities Development Authority CFD No 2018-02
California Statewide Communities Development Authority CFD No 2020-02
California Statewide Communities Development Authority CFD No 2025-21
Chino CFD No 2016-1
CHIRIACO SUMMIT WATER DISTRICT
COACHELLA/INDIO WASTE TRANSFER STATION AUTHORITY
COACHELLA VALLEY ASSOCIATION OF GOVTS
COACHELLA VALLEY CONSERVATION COMMISSION
ALVORD DRAINAGE DISTRICT
BEAUMONT-CHERRY VALLEY RECREATION PARK DIST
BEAUMONT CHERRY VALLEY WATER DISTRICT
BEAUMONT LIBRARY DISTRICT
BEDFORD-COLDWATER GROUNDWATER SUSTAINABILITY AUTHORITY
CABAZON COUNTY WATER DISTRICT
California Municipal Finance Authority CFD No 2021-18
California Municipal Finance Authority CFD No 2021-4
California Municipal Finance Authority CFD No 2022-13
California Municipal Finance Authority CFD No 2024-12
CALIFORNIA SPECIAL DISTRICT ASSOCIATION FINANCE CORPORATION
California Statewide Communities Development Authority CFD No 2002-1
California Statewide Communities Development Authority CFD No 2018-02
California Statewide Communities Development Authority CFD No 2020-02
California Statewide Communities Development Authority CFD No 2025-21
Chino CFD No 2016-1
CHIRIACO SUMMIT WATER DISTRICT
COACHELLA/INDIO WASTE TRANSFER STATION AUTHORITY
COACHELLA VALLEY ASSOCIATION OF GOVTS
COACHELLA VALLEY CONSERVATION COMMISSION
Special District
221 Active
221
Organizations
ALVORD UNIF SCH DIST
BANNING UNIFIED SCH DIST
BEAUMONT UNIFIED SCH DIST
COACHELLA VALLEY UNIF SCH DIST
CORONA-NORCO UNIFIED SCHOOL DISTRICT
Corona-Norco Unified School District CFD No 21-1
CORONA NORCO UNIFIED SCHOOL DISTRICT - NAVY - JROTC
DESERT COMMUNITY COLLEGE DISTRICT
DESERT CTR UNIF SCH DIST
DESERT SANDS UNIFIED SCHOOL DIST
HEMET UNIFIED SCH DIST
JURUPA UNIF SCHOOL DIST
LAKE ELSINORE UNIF SCHOOL DIST
MENIFEE UNION ELEM SCHOOL DIST
MORENO VALLEY UNIFIED SCH DIST
MOUNT SAN JACINTO COMMUNITY COLLEGE DISTRICT
MURRIETA VALLEY UNIF SCH DIST
NUVIEW UNION SCHOOL DISTRICT
PALM SPRINGS UNIFIED SCHOOL DISTRICT
PALO VERDE COMMUNITY COLLEGE DISTRICT
ALVORD UNIF SCH DIST
BANNING UNIFIED SCH DIST
BEAUMONT UNIFIED SCH DIST
COACHELLA VALLEY UNIF SCH DIST
CORONA-NORCO UNIFIED SCHOOL DISTRICT
Corona-Norco Unified School District CFD No 21-1
CORONA NORCO UNIFIED SCHOOL DISTRICT - NAVY - JROTC
DESERT COMMUNITY COLLEGE DISTRICT
DESERT CTR UNIF SCH DIST
DESERT SANDS UNIFIED SCHOOL DIST
HEMET UNIFIED SCH DIST
JURUPA UNIF SCHOOL DIST
LAKE ELSINORE UNIF SCHOOL DIST
MENIFEE UNION ELEM SCHOOL DIST
MORENO VALLEY UNIFIED SCH DIST
MOUNT SAN JACINTO COMMUNITY COLLEGE DISTRICT
MURRIETA VALLEY UNIF SCH DIST
NUVIEW UNION SCHOOL DISTRICT
PALM SPRINGS UNIFIED SCHOOL DISTRICT
PALO VERDE COMMUNITY COLLEGE DISTRICT
ALVORD UNIF SCH DIST
BANNING UNIFIED SCH DIST
BEAUMONT UNIFIED SCH DIST
COACHELLA VALLEY UNIF SCH DIST
CORONA-NORCO UNIFIED SCHOOL DISTRICT
Corona-Norco Unified School District CFD No 21-1
CORONA NORCO UNIFIED SCHOOL DISTRICT - NAVY - JROTC
DESERT COMMUNITY COLLEGE DISTRICT
DESERT CTR UNIF SCH DIST
DESERT SANDS UNIFIED SCHOOL DIST
HEMET UNIFIED SCH DIST
JURUPA UNIF SCHOOL DIST
LAKE ELSINORE UNIF SCHOOL DIST
MENIFEE UNION ELEM SCHOOL DIST
MORENO VALLEY UNIFIED SCH DIST
MOUNT SAN JACINTO COMMUNITY COLLEGE DISTRICT
MURRIETA VALLEY UNIF SCH DIST
NUVIEW UNION SCHOOL DISTRICT
PALM SPRINGS UNIFIED SCHOOL DISTRICT
PALO VERDE COMMUNITY COLLEGE DISTRICT
School District
33 Active
33
Organizations
10-10 ACADEMY
10 8 MINISTRIES
10 ACRE RANCH
10U VETERAN
12 MONTHS OF GIVING
12 STEP DESERT CHARITIES INC
13 Hand Ranch
1412CHURCH
14U ORANGE COUNTY BAT BUSTERS
1930S GENERAL STORE MUSEUM
1 NATION UNDER PAWS
1ST LAR BN ASSOC
211 ATHLETICS
21-GUN CLUB INC
22 BRUINS
241 ST CHRISTOPHER
24-HOUR ADDICTIONS REFERRAL NETWORK INC
29-PSP A NON-PROFIT CORPORATION
2 CRUE RESCUE INC
2ND CHANCE & CHOICE TRANSITIONAL
10-10 ACADEMY
10 8 MINISTRIES
10 ACRE RANCH
10U VETERAN
12 MONTHS OF GIVING
12 STEP DESERT CHARITIES INC
13 Hand Ranch
1412CHURCH
14U ORANGE COUNTY BAT BUSTERS
1930S GENERAL STORE MUSEUM
1 NATION UNDER PAWS
1ST LAR BN ASSOC
211 ATHLETICS
21-GUN CLUB INC
22 BRUINS
241 ST CHRISTOPHER
24-HOUR ADDICTIONS REFERRAL NETWORK INC
29-PSP A NON-PROFIT CORPORATION
2 CRUE RESCUE INC
2ND CHANCE & CHOICE TRANSITIONAL
10-10 ACADEMY
10 8 MINISTRIES
10 ACRE RANCH
10U VETERAN
12 MONTHS OF GIVING
12 STEP DESERT CHARITIES INC
13 Hand Ranch
1412CHURCH
14U ORANGE COUNTY BAT BUSTERS
1930S GENERAL STORE MUSEUM
1 NATION UNDER PAWS
1ST LAR BN ASSOC
211 ATHLETICS
21-GUN CLUB INC
22 BRUINS
241 ST CHRISTOPHER
24-HOUR ADDICTIONS REFERRAL NETWORK INC
29-PSP A NON-PROFIT CORPORATION
2 CRUE RESCUE INC
2ND CHANCE & CHOICE TRANSITIONAL
Nonprofit Organization
8265 Active
8265
Organizations
Community Partners160 organizations
COUNTY OF RIVERSIDE
Municipal Government·RIVERSIDE
ALVORD DRAINAGE DISTRICT
Special District·RIVERSIDE
BEAUMONT CHERRY VALLEY WATER DISTRICT
Special District·BEAUMONT
BEDFORD-COLDWATER GROUNDWATER SUSTAINABILITY AUTHORITY
Special District·LAKE ELSINORE
CABAZON COUNTY WATER DISTRICT
Special District·CABAZON
California Municipal Finance Authority CFD No 2021-18
Special District
California Municipal Finance Authority CFD No 2021-4
Special District
California Municipal Finance Authority CFD No 2022-13
Special District
California Municipal Finance Authority CFD No 2024-12
Special District
Chino CFD No 2016-1
Special District
CHIRIACO SUMMIT WATER DISTRICT
Special District·CHIRIACO SUMMIT
COACHELLA/INDIO WASTE TRANSFER STATION AUTHORITY
Special District·INDIO
COACHELLA VALLEY CONSERVATION COMMISSION
Special District·PALM DESERT
COACHELLA VALLEY DESERT AND MOUNTAINS RECREATION AND CONSERVATION AUTHORITY
Special District·PALM DESERT
COACHELLA VALLEY PUB CEMETERY DIST
Special District·COACHELLA
COACHELLA VALLEY PUBLIC CEMETERY DISTRICT
Special District·COACHELLA
DESERT HEALTHCARE DISTRICT
Special District·PALM SPRINGS
DESERT RESORTS REGIONAL AIRPORT AUTHORITY
Special District·RIVERSIDE
DESERT WATER AGENCY
Special District·PALM SPRINGS
DILLON ROAD JOINT POWERS AUTHORITY
Special District·COACHELLA
EASTERN MUNICIPAL WATER DISTRICT
Special District·PERRIS
EDGEMONT COMMUNITY SERVICES DISTRICT
Special District·RIVERSIDE
ELSINORE VALLEY CEMETERY DISTRICT
Special District·LAKE ELSINORE
ERICA COMMUNICATIONS AUTHORITY
Special District·INDIO
FERN VALLEY WATER DISTRICT
Special District·IDYLLWILD
HABITAT CONSERVATION
Special District·RIVERSIDE
HAZARDOUS WASTE MGT AUTH
Special District·RIVERSIDE
HIGH VALLEYS WATER DISTRICT
Special District·BANNING
HOME GARDEN COUNTY WATER DISTRICT
Special District·CORONA
HOME GARDENS SANITARY DISTRICT
Special District·CORONA
HWS/WORKFORCE DEVELOPMENT CENTER
Special District·RIVERSIDE
IDYLLWILD FIRE PROTECTION DISTRICT
Special District·IDYLLWILD
Indian Wells Financing Authority
Special District
INDIO WATER AUTHORITY
Special District·INDIO
Corona-Norco Unified School District CFD No 21-1
School District
CORONA NORCO UNIFIED SCHOOL DISTRICT - NAVY - JROTC
School District·CORONA
RR PRO SYNTHETIC SURFACING
School District·MORENO VALLEY
SANTA ROSA ACADEMY INC
School District·MENIFEE
TVFEE
School District·TEMECULA
10-10 ACADEMY
Nonprofit Organization·Riverside
10 8 MINISTRIES
Nonprofit Organization·Riverside
10 ACRE RANCH
Nonprofit Organization·RIVERSIDE
10U VETERAN
Nonprofit Organization·Palm Springs
12 MONTHS OF GIVING
Nonprofit Organization·RIVERSIDE
12 STEP DESERT CHARITIES INC
Nonprofit Organization·Thousand Palms
13 Hand Ranch
Nonprofit Organization·Riverside
1412CHURCH
Nonprofit Organization·MURRIETA
14U ORANGE COUNTY BAT BUSTERS
Nonprofit Organization·Corona
1930S GENERAL STORE MUSEUM
Nonprofit Organization·Palm Springs
1 NATION UNDER PAWS
Nonprofit Organization·Moreno Valley
1ST LAR BN ASSOC
Nonprofit Organization·TEMECULA
211 ATHLETICS
Nonprofit Organization·Moreno Valley
21-GUN CLUB INC
Nonprofit Organization·Riverside
22 BRUINS
Nonprofit Organization·Menifee
241 ST CHRISTOPHER
Nonprofit Organization·Riverside
24-HOUR ADDICTIONS REFERRAL NETWORK INC
Nonprofit Organization·Murrieta
29-PSP A NON-PROFIT CORPORATION
Nonprofit Organization·Palm Springs
2 CRUE RESCUE INC
Nonprofit Organization·RIVERSIDE
2ND CHANCE & CHOICE TRANSITIONAL
Nonprofit Organization·RIVERSIDE
2ND CHANCES RESCUE
Nonprofit Organization·Norco
2ND STREET HOOLIGANS RESCUE INC
Nonprofit Organization·NORCO
365 LETTERS FROM MOM NON-PROFIT CORPORATION
Nonprofit Organization·Temecula
3952 HYATT ELEMENTARY PTA
Nonprofit Organization·San Jacinto
3 CORD MINISTRIES
Nonprofit Organization·Riverside
3 HHH INC
Nonprofit Organization·Temecula
3N1MX MOTO MINISTRY
Nonprofit Organization·WILDOMAR
3OF10
Nonprofit Organization·Temecula
3 PHASES OF BECOMING A WOMAN INC
Nonprofit Organization·Lake Elsinore
4252 CREST REACT
Nonprofit Organization·Corona
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Moreno Valley
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Moreno Valley
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Moreno Valley
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Moreno Valley
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Moreno Valley
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Moreno Valley
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Moreno Valley
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Moreno Valley
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Moreno Valley
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Moreno Valley
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Moreno Valley
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Moreno Valley
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Moreno Valley
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Moreno Valley
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Moreno Valley
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Moreno Valley
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Moreno Valley
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Moreno Valley
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Moreno Valley
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Moreno Valley