Team Wealth & Tax Advisors

Team Wealth & Tax Advisors (CRD# 309411) is a financial advisory firm headquartered in Temecula, CA. They manage $147,216,357 in 625 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
40395 Winchester Road, Suite A, Temecula, CA 92591
https://www.wealthandtax.com/
By the Numbers
  • Total Assets Under Management
    147
    MILLION
  • Total Number of Accounts
    625
    ACCOUNTS
  • Average Account Value
    $235,546
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, ID, TX

Financial Advisors at Team Wealth & Tax Advisors
Showing 1 - 6 of 6 top financial advisors.
1
Jeffry Cole, financial advisor Temecula CA
Jeffry S. Cole
CRD#: 2437637
40395 Winchester Road, Suite A, Temecula, CA 92591

Jeffry Cole (CRD# 2437637) is an Investment Advisor Representative working at Team Wealth & Tax Advisors in Temecula, CA and has over 30 years of experience in the finance industry.

2
Jeffry Cole, financial advisor Temecula CA
Jeffry S. Cole
CRD#: 6791844
40395 Winchester Road, Suite A, Temecula, CA 92591

Jeffry Cole (CRD# 6791844) is an Investment Advisor Representative working at Team Wealth & Tax Advisors in Temecula, CA and has 1 year of experience in the finance industry.

3
Leonard Cole, financial advisor Temecula CA
Leonard P. Cole
CRD#: 2421588
40395 Winchester Road, Suite A, Temecula, CA 92591

Leonard Cole (CRD# 2421588) is an Investment Advisor Representative working at Team Wealth & Tax Advisors in Temecula, CA and has over 30 years of experience in the finance industry.

4
Dustin Watts, financial advisor Temecula CA
Dustin P. Watts
CRD#: 7038627
40395 Winchester Road, Suite A, Temecula, CA 92591

Dustin Watts (CRD# 7038627) is an Investment Advisor Representative working at Team Wealth & Tax Advisors in Temecula, CA and has 1 year of experience in the finance industry.

5
David Leonhart, financial advisor Temecula CA
David P. Leonhart
CRD#: 5168518
40395 Winchester Road, Suite A, Temecula, CA 92591

David Leonhart (CRD# 5168518) is an Investment Advisor Representative working at Team Wealth & Tax Advisors in Temecula, CA and has over 16 years of experience in the finance industry.

6
Brian Owen, financial advisor Temecula CA
Brian Owen
CRD#: 7438903
40395 Winchester Road, Suite A, Temecula, CA 92591

Brian Owen (CRD# 7438903) is an Investment Advisor Representative working at Team Wealth & Tax Advisors in Temecula, CA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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