RIA Intel›Advisers›California›TAEVESTMENT LLC

TAEVESTMENT LLC

Advisory

GARDENA, CA

Data as of Jan 12, 2026 · Source: SEC Form ADV

Rank in CA

#4,351

of 5,480 advisers by AUM

Average account

$485K

across 37 accounts

AUM per adviser

$18M

1 adviser

Source: SEC Form ADV. Figures as filed Jan 12, 2026.

Total AUM

$18M

Discretionary %

100%

Clients

37

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$18M

Discretionary AUM$18M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients37

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

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

37 clients

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

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Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

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PK WEALTH ADVISORS, LLC

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$18M

OPEN SQUARE CAPITAL, LLC

$18M

FINANCIAL COUNSELING RESOURCES LLC

LOS ALAMITOS, CA

$18M

+10.4% 1Y

TOWNE INVESTMENTS LLC

$18M

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