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TACTICAL TAX WEALTH MANAGEMENT
TACTICAL TAX WEALTH MANAGEMENT, LLC
CRD 325242
2990 E. NORTHERN AVENUE, SUITE D106, PHOENIX, AZ, 85028, United States
Phone
888-267-8817
Fax
888-316-6094
Registration
— (—)
Source
State registered
Total AUM
$27.8M
Discretionary AUM
$27.8M
Team
3 total employees; 2 advisory reps; 20 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $23.2M |
| High net worth individuals | 8 | $4.6M |
All web addresses on file
Official SEC filing: View on IAPD