Investment adviser · CRD 146778
TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.
Investment adviser filing (IA)
NEWPORT BEACH, CA, United States · Form ADV filed Sep 18, 2026
- Regulatory AUM
- $148M Form ADV · Item 5.F
- Client accounts
- 203 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 45 | $92,452,913 | 62.4% |
| Charities | 30 | $47,782,297 | 32.2% |
| Individuals | 12 | $4,149,575 | 2.8% |
| Retirement plans | Fewer than 5 | $3,874,257 | 2.6% |
Filing source
Form ADV 2128402 · Sep 18, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 18, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
4590 MACARTHUR BLVD, SUITE 175NEWPORT BEACH, CA, 92660, United States
CRD 146778
Filing source
Form ADV 2128402 · Sep 18, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.