Teixeira Wealth Management LLC

Teixeira Wealth Management LLC (CRD# 283906) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $16,500,000 in 111 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1041 Mill Street, Suite 205, San Luis Obispo, CA 93401
http://www.teixeiracapital.com/
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    111
    ACCOUNTS
  • Average Account Value
    $148,649
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
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 Teixeira, financial advisor San Luis Obispo CA
Kevin D. Teixeira
CRD#: 4508719
1041 Mill Street, Suite 205, San Luis Obispo, CA 93401

Kevin Teixeira (CRD# 4508719) is an Investment Advisor Representative working at Teixeira Wealth Management LLC in San Luis Obispo, CA and has over 15 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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