$91.2M Total AUM
$91.2M Disc. AUM
-- 3Y CAGR
2 Employees
47 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-21-2019
- Office Locations
- 1
Office Locations
13520 Evening Creek DR N STE 130 SAN Diego CA
About Taxable Wealth
Taxable Wealth is a San Diego RIA founded in 2019 by Scott H. Melbrod, built for real estate investors and business owners. The firm delivers tax- and fee-focused wealth management and planning for a flat, transparent fee, with portfolios primarily implemented via ETFs and public funds and custody at Charles Schwab.
Team overview
43 AVG AGE
$45.6M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
3.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
SCOTT H MELBROD
Founder, Managing Partner
- CRD
- #4614202
- Ownership
- Less than 5%
Available
Available
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J
JAMES DEREK PAULSEN
--
- CRD
- #4596691
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $91,246,565 | -- |
| Non-Discretionary | $0 | -- |
| Total | $91,246,565 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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