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TAXABLE WEALTH
TAXABLE LLC
CRD 304187
13520 EVENING CREEK DR N, STE 130, SAN DIEGO, CA, 92128, United States
Phone
858-221-7521
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$91.2M
Discretionary AUM
$91.2M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $2.6M |
| High net worth individuals | 30 | $81.8M |
| Charitable organizations | 2 | $467K |
| Corporations/business entities | 5 | $6.4M |
All web addresses on file
- https://twitter.com/taxablewealth
- https://www.linkedin.com/company/taxablewealth/
- https://www.taxablewealth.com
- https://www.linkedin.com/in/scottmelbrod/
- https://www.facebook.com/TaxableWealth/
- https://netwealthmanagement.com/
- https://x.com/netnotgross/
- https://www.linkedin.com/in/jimdpaulsen/
- https://www.linkedin.com/company/net-wealth-management/
Official SEC filing: View on IAPD