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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JOHNSTON, LARA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSTON, LARA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Johnston, Lara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Johnston, Lara | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT | E | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT AND CCO | E | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT AND CCO | E | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT AND CCO | E | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT AND CCO | E | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT AND CCO | E | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT AND CCO | E | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT AND CCO | E | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT AND CCO | E | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT AND CCO | E | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT AND CCO | E | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT AND CCO | E | Control |
| PAN, EVAN, TAI | I | DIRECTOR & CHIEF INVESTMENT OFFICER | D | Control |
| PAN, EVAN, TAI | I | DIRECTOR & CHIEF INVESTMENT OFFICER | D | Control |
| PAN, EVAN, TAI | I | DIRECTOR & CHIEF INVESTMENT OFFICER | D | Control |
| PAN, EVAN, TAI | I | DIRECTOR & CHIEF INVESTMENT OFFICER | D | Control |
| PAN, EVAN, TAI | I | DIRECTOR & CHIEF INVESTMENT OFFICER | D | Control |
| PAN, EVAN, TAI | I | DIRECTOR & CHIEF INVESTMENT OFFICER | D | Control |
| PAN, EVAN, TAI | I | DIRECTOR & CHIEF INVESTMENT OFFICER | D | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT AND CCO | D | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT | D | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT AND CCO | D | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT AND CCO | D | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT | D | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT | D | Control |
| VOORHEES, TIMOTHY, LEE | I | PRESIDENT | D | Control |
| PAN, EVAN | I | DIRECTOR & CHIEF INVESTMENT OFFICER | B | Control |
| PAN, EVAN | I | DIRECTOR & CHIEF INVESTMENT OFFICER | B | Control |
| PAN, EVAN | I | DIRECTOR & CHIEF INVESTMENT OFFICER | B | Control |
| PAN, EVAN | I | DIRECTOR & CHIEF INVESTMENT OFFICER | B | Control |
| PAN, EVAN | I | DIRECTOR & CHIEF INVESTMENT OFFICER | B | Control |
| PAN, EVAN | I | DIRECTOR & CHIEF INVESTMENT OFFICER | B | Control |
| PAN, EVAN, TAI | I | DIRECTOR & CHIEF INVESTMENT OFFICER | B | Control |
| BAKER, GUY, EUGENE | I | INVESTMENT ADVISORY REPRESENTATIVE | A | |
| BAKER, GUY, EUGENE | I | INVESTMENT ADVISORY REPRESENTATIVE | A | |
| BAKER, GUY, EUGENE | I | INVESTMENT ADVISORY REPRESENTATIVE | A | |
| BAKER, GUY, EUGENE | I | INVESTMENT ADVISORY REPRESENTATIVE | A | |
| BAKER, GUY, EUGENE | I | CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISORY REPRESENTATIVE | A | |
| PAN, EVAN | I | CHIEF INVESTMENT OFFICER | A | Control |
| PAN, EVAN | I | CHIEF INVESTMENT OFFICER | A | Control |
| PAN, EVAN | I | CHIEF INVESTMENT OFFICER | A | Control |
| PAN, EVAN | I | CHIEF INVESTMENT OFFICER | A | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (4)
CA FL NC TX
Address
650 TOWN CENTER DRIVESUITE 890
COSTA MESA, CA 92626
United States
Phone: 949-878-9400