T
CRD: 309411
Team Wealth & TAX Advisors
$251.1M Total AUM
$251.1M Disc. AUM
-- 3Y CAGR
7 Employees
366 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-10-2020
- Office Locations
- 1
Office Locations
40395 Winchester Road Suite A Temecula CA
About Team Wealth & TAX Advisors
Team Wealth & TAX Advisors is a Temecula-based RIA. The firm has been operating for 6 years. Managing $251.1M in total assets under management, with 6 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
48 AVG AGE
$41.8M AVG AUM / ADVISOR
$685.9K AVG AUM / CLIENT
5.8 yrs AVG TENURE
7 Employees
6 Advisory Reps
6 RIA Reps
6yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
J
JEFFRY STEPHEN COLE
Financial Advisor, General Partner, Managing Member
- CRD
- #2437637
- Ownership
- 50% but less than 75%
Available
Available
Available
LEONARD PAUL COLE
Managing Member
- CRD
- #2421588
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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J
JEFFRY STEPHEN COLE II
Advisor
- CRD
- #6791844
Available
Available
Available
DAVID PAUL LEONHART
--
- CRD
- #5168518
Available
Available
Available
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $251,054,808 | $316,589 |
| Non-Discretionary | $0 | -- |
| Total | $251,054,808 | $316,589 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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