RIA Intel›Advisers›Arizona›TACTICAL TAX WEALTH MANAGEMENT, LLC

TACTICAL TAX WEALTH MANAGEMENT, LLC

Advisory

PHOENIX, AZ

Data as of Aug 25, 2026 · Source: SEC Form ADV

Average account

$731K

across 38 accounts

AUM per adviser

$14M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 25, 2026.

Total AUM

$28M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$28M

Discretionary AUM$28M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients20

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAR, AZ, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

20 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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