RIA Intel›Advisers›California›TEIXEIRA WEALTH MANAGEMENT LLC

TEIXEIRA WEALTH MANAGEMENT LLC

Advisory

SAN LUIS OBISPO, CA

Data as of Jan 30, 2026 · Source: SEC Form ADV

Rank in CA

#4,275

of 5,480 advisers by AUM

Average account

$169K

across 120 accounts

AUM per adviser

$20M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 30, 2026.

Total AUM

$20M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$20M

Discretionary AUM$20M

Non-Discretionary AUM$670K

Discretionary %96.7%

Total Clients73

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

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

73 clients

48 high-net-worth

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

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