$6.2M Total AUM
$6.2M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2010
- Office Locations
- 1
Office Locations
238 South Arroyo Pkwy #120 Pasadena CA
About Tsai Wealth Management
Tsai Wealth Management is a Pasadena, CA fee-only fiduciary RIA serving working professionals and pre-retirees with goal-based financial planning and ongoing portfolio management, including retirement, tax and estate planning. Portfolios are primarily ETF-based with a fixed-income sleeve. Custody includes Charles Schwab. Offers an online client portal and is affiliated with AICPA/CPA-PFS and FPA.
Team overview
-- AVG AGE
$6.2M AVG AUM / ADVISOR
$444.2K AVG AUM / CLIENT
16.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Owner & Executives
J
JACK CHIA-CHEN TSAI
President
- CRD
- #5391691
- Ownership
- 75% or more
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Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,218,665 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,218,665 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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