TEAM FINANCIAL GROUP, LLC
Legal name: TEAM WEALTH & TAX ADVISORS
CRD #309411 SEC #801-127441 TEMECULA, CA 951-308-6444
SEC Registered
Total AUM
$185.8M
Discretionary
$185.8M
Employees
7
Clients
101
Accounts
754
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $185.8M | $185.8M | $0 | 7 | 0 |
| Mar 2025 | $185.8M | $185.8M | $0 | 7 | 0 |
| Oct 2024 | $147.2M | $147.2M | $0 | 8 | 0 |
| May 2024 | $147.2M | $147.2M | $0 | 8 | 0 |
| Feb 2024 | $147.2M | $147.2M | $0 | 8 | 0 |
| Jan 2024 | $147.2M | $147.2M | $0 | 8 | 0 |
| Nov 2023 | $133.1M | $133.1M | $0 | 8 | 0 |
| Oct 2023 | $133.1M | $133.1M | $0 | 8 | 0 |
| Apr 2023 | $102.3M | $102.3M | $0 | 8 | 0 |
| Apr 2023 | $102.3M | $102.3M | $0 | 8 | 0 |
| Mar 2023 | $102.3M | $102.3M | $0 | 8 | 0 |
| Feb 2023 | $102.3M | $102.3M | $0 | 8 | 0 |
DateMay 2025
Total AUM$185.8M
Discretionary$185.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$185.8M
Discretionary$185.8M
Non-Disc.$0
Employees7
Clients0
DateOct 2024
Total AUM$147.2M
Discretionary$147.2M
Non-Disc.$0
Employees8
Clients0
DateMay 2024
Total AUM$147.2M
Discretionary$147.2M
Non-Disc.$0
Employees8
Clients0
DateFeb 2024
Total AUM$147.2M
Discretionary$147.2M
Non-Disc.$0
Employees8
Clients0
DateJan 2024
Total AUM$147.2M
Discretionary$147.2M
Non-Disc.$0
Employees8
Clients0
DateNov 2023
Total AUM$133.1M
Discretionary$133.1M
Non-Disc.$0
Employees8
Clients0
DateOct 2023
Total AUM$133.1M
Discretionary$133.1M
Non-Disc.$0
Employees8
Clients0
DateApr 2023
Total AUM$102.3M
Discretionary$102.3M
Non-Disc.$0
Employees8
Clients0
DateApr 2023
Total AUM$102.3M
Discretionary$102.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$102.3M
Discretionary$102.3M
Non-Disc.$0
Employees8
Clients0
DateFeb 2023
Total AUM$102.3M
Discretionary$102.3M
Non-Disc.$0
Employees8
Clients0