Teixeira Wealth Management LLC

Teixeira Wealth Management LLC (CRD# 283906) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $5,900,000 in 38 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $155,263
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Teixeira Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kevin D. Teixeira
CRD#: 4508719
755 Santa Rosa, Suite 300, San Luis Obispo, CA 93401
93
Wealthminder
score

Kevin Teixeira (CRD# 4508719) is an Investment Advisor Representative working at Teixeira Wealth Management LLC in San Luis Obispo, CA and has over 9 years of experience in the finance industry.

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