CRD: 283906
Teixeira Wealth Management LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-08-2016
- Office Locations
- 1
Office Locations
About Teixeira Wealth Management LLC
Teixeira Wealth Management LLC is a San Luis Obispo, CA registered investment adviser serving retail clients, including entrepreneurs, with integrated wealth planning and discretionary portfolio management. The firm emphasizes asset allocation and uses ETFs and mutual funds in client portfolios, alongside estate/legacy planning, 529 guidance, and insurance/life-insurance coordination. Custody is supported via Altruist and Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KEVIN D TEIXEIRA
Investment Advisor, Managing Member
- CRD
- #4508719
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,605,000 | -- |
| Non-Discretionary | $670,000 | -- |
| Total | $20,275,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing