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TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.

Advisory

N·COSTA MESA, CA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$148M
1-Year AUM Growth
+4.8%
3-Year CAGR
+7.0%
Employees
2
Assets Under Management
Total AUM$148M
Discretionary AUM$145M
Non-Discretionary AUM$3M
Discretionary %97.9%
Total Clients103
Team
Total Employees2
Investment Advisers5
Employee Growth (1Y)-50.0%
Filing History
Total Filings on Record39
First FilingApr 8, 2008
Latest FilingMar 31, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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