TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.
CRD #146778 SEC #801-110232 COSTA MESA, CA 949-878-9400
SEC Registered
Total AUM
$114.5M
Discretionary
$111.9M
Employees
5
Clients
51
Accounts
223
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $114.5M | $111.9M | $2.6M | 5 | 3 |
| May 2024 | $98.9M | $96.5M | $2.4M | 5 | 2 |
| Mar 2024 | $98.9M | $96.5M | $2.4M | 5 | 2 |
| Dec 2023 | $99.7M | $94.4M | $5.3M | 5 | 2 |
| Jun 2023 | $94.4M | $92.3M | $2.1M | 4 | 2 |
| Apr 2023 | $94.4M | $92.3M | $2.1M | 4 | 2 |
| Mar 2023 | $94.4M | $92.3M | $2.1M | 4 | 2 |
| Dec 2022 | $102.9M | $101.1M | $1.8M | 4 | 2 |
| Oct 2022 | $102.9M | $101.1M | $1.8M | 4 | 2 |
| Oct 2022 | $102.9M | $101.1M | $1.8M | 4 | 2 |
| Aug 2022 | $102.9M | $101.1M | $1.8M | 4 | 2 |
| Aug 2022 | $102.9M | $101.1M | $1.8M | 4 | 2 |
| Mar 2022 | $102.9M | $101.1M | $1.8M | 4 | 2 |
| Mar 2021 | $79.8M | $77.9M | $1.9M | 4 | 2 |
| Jun 2020 | $146.4M | $146.4M | $0 | 4 | 2 |
| Mar 2020 | $146.4M | $146.4M | $0 | 4 | 2 |
| Jul 2019 | $136.1M | $136.1M | $0 | 4 | 1 |
| Apr 2019 | $136.1M | $136.1M | $0 | 4 | 1 |
| Mar 2018 | $154.5M | $154.5M | $0 | 4 | 0 |
| May 2017 | $139.7M | $139.7M | $0 | 4 | 400 |
| Mar 2017 | $139.7M | $139.7M | $0 | 4 | 400 |
| Oct 2014 | $53.9M | $53.9M | $0 | 3 | 26 |
| Oct 2014 | $53.9M | $53.9M | $0 | 3 | 26 |
| Sep 2014 | $53.9M | $53.9M | $0 | 8 | 26 |
| Mar 2014 | $191M | $191M | $0 | 8 | 26 |
| Oct 2013 | $142.8M | $142.8M | $0 | 8 | 26 |
| Aug 2013 | $142.8M | $142.8M | $0 | 8 | 26 |
| Apr 2013 | $142.8M | $142.8M | $0 | 8 | 26 |
| Apr 2012 | $140M | $140M | $0 | 1 | 26 |
| Apr 2011 | $25M | $25M | $0 | 5 | -- |
| Mar 2011 | $25M | $25M | $0 | 5 | -- |
| Feb 2011 | $25M | $25M | $0 | 5 | -- |
| Oct 2010 | $27.5M | $0 | $27.5M | 5 | -- |
| Sep 2010 | $27.5M | $0 | $27.5M | 5 | -- |
| Mar 2009 | $27.5M | $0 | $27.5M | 5 | -- |
DateMar 2025
Total AUM$114.5M
Discretionary$111.9M
Non-Disc.$2.6M
Employees5
Clients3
DateMay 2024
Total AUM$98.9M
Discretionary$96.5M
Non-Disc.$2.4M
Employees5
Clients2
DateMar 2024
Total AUM$98.9M
Discretionary$96.5M
Non-Disc.$2.4M
Employees5
Clients2
DateDec 2023
Total AUM$99.7M
Discretionary$94.4M
Non-Disc.$5.3M
Employees5
Clients2
DateJun 2023
Total AUM$94.4M
Discretionary$92.3M
Non-Disc.$2.1M
Employees4
Clients2
DateApr 2023
Total AUM$94.4M
Discretionary$92.3M
Non-Disc.$2.1M
Employees4
Clients2
DateMar 2023
Total AUM$94.4M
Discretionary$92.3M
Non-Disc.$2.1M
Employees4
Clients2
DateDec 2022
Total AUM$102.9M
Discretionary$101.1M
Non-Disc.$1.8M
Employees4
Clients2
DateOct 2022
Total AUM$102.9M
Discretionary$101.1M
Non-Disc.$1.8M
Employees4
Clients2
DateOct 2022
Total AUM$102.9M
Discretionary$101.1M
Non-Disc.$1.8M
Employees4
Clients2
DateAug 2022
Total AUM$102.9M
Discretionary$101.1M
Non-Disc.$1.8M
Employees4
Clients2
DateAug 2022
Total AUM$102.9M
Discretionary$101.1M
Non-Disc.$1.8M
Employees4
Clients2
DateMar 2022
Total AUM$102.9M
Discretionary$101.1M
Non-Disc.$1.8M
Employees4
Clients2
DateMar 2021
Total AUM$79.8M
Discretionary$77.9M
Non-Disc.$1.9M
Employees4
Clients2
DateJun 2020
Total AUM$146.4M
Discretionary$146.4M
Non-Disc.$0
Employees4
Clients2
DateMar 2020
Total AUM$146.4M
Discretionary$146.4M
Non-Disc.$0
Employees4
Clients2
DateJul 2019
Total AUM$136.1M
Discretionary$136.1M
Non-Disc.$0
Employees4
Clients1
DateApr 2019
Total AUM$136.1M
Discretionary$136.1M
Non-Disc.$0
Employees4
Clients1
DateMar 2018
Total AUM$154.5M
Discretionary$154.5M
Non-Disc.$0
Employees4
Clients0
DateMay 2017
Total AUM$139.7M
Discretionary$139.7M
Non-Disc.$0
Employees4
Clients400
DateMar 2017
Total AUM$139.7M
Discretionary$139.7M
Non-Disc.$0
Employees4
Clients400
DateOct 2014
Total AUM$53.9M
Discretionary$53.9M
Non-Disc.$0
Employees3
Clients26
DateOct 2014
Total AUM$53.9M
Discretionary$53.9M
Non-Disc.$0
Employees3
Clients26
DateSep 2014
Total AUM$53.9M
Discretionary$53.9M
Non-Disc.$0
Employees8
Clients26
DateMar 2014
Total AUM$191M
Discretionary$191M
Non-Disc.$0
Employees8
Clients26
DateOct 2013
Total AUM$142.8M
Discretionary$142.8M
Non-Disc.$0
Employees8
Clients26
DateAug 2013
Total AUM$142.8M
Discretionary$142.8M
Non-Disc.$0
Employees8
Clients26
DateApr 2013
Total AUM$142.8M
Discretionary$142.8M
Non-Disc.$0
Employees8
Clients26
DateApr 2012
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees1
Clients26
DateApr 2011
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$27.5M
Discretionary$0
Non-Disc.$27.5M
Employees5
Clients--
DateSep 2010
Total AUM$27.5M
Discretionary$0
Non-Disc.$27.5M
Employees5
Clients--
DateMar 2009
Total AUM$27.5M
Discretionary$0
Non-Disc.$27.5M
Employees5
Clients--