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TEIXEIRA WEALTH MANAGEMENT LLC
CRD 283906
1041 MILL STREET, SUITE 205, SAN LUIS OBISPO, CA, 93401, United States
Phone
805-698-3520
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$20.3M
Discretionary AUM
$19.6M
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-30
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25 | $1.7M |
| High net worth individuals | 48 | $18.6M |
All web addresses on file
Official SEC filing: View on IAPD