Team Wealth & Tax Advisors

Financial planning in Temecula, CA

SEC registeredNo commissions reported

Call (951) 308-6444 Send a message Map ↗

Public-record details

Address: 40395 Winchester Road, Suite a, Temecula, CA 92591
Phone: (951) 308-6444
Listed under: Financial planning, Flat / fixed fees, % of assets managed
Legal name: Team Financial Group, LLC
CRD number: 309411
Registration: SEC registered since 2023-03-10
Compensation (Form ADV 5.E): Percentage of assets under management; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management: $251.1 million
Accounts managed: 793
Clients reported (Form ADV 5.D): 366
Individual / high-net-worth clients: 287 / 79
Employees: 7
Other business activities (Form ADV 6.A): Also active as: accountant or accounting firm
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-06-02

SEC registered investment adviser, CRD 309411, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 309411 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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