Tax Efficient Asset Management Solution, Inc.
● SEC registered since 2017CRD 146778SEC# 801-110232Newport Beach, CA
Reg. AUM
$148.3M
Employees
5
Accounts
203
Location
Newport Beach, CA
About Tax Efficient Asset Management Solution
Family Office RIA provides tax-efficient portfolio planning, investment solutions, financial planning, estate and tax planning, and institutional consulting. It focuses on evaluating outcomes after taxes, fees, inflation, and expenses as part of legacy planning.
Summary based on the firm’s website.
Tax Efficient Asset Management Solution, Inc. assets under management
Tax Efficient Asset Management Solution, Inc. operates as an SEC-registered investment adviser based in Newport Beach, CA. The firm has been registered since 2017. It reports $148.3 million in regulatory assets under management and employs 5 people.
Tax Efficient Asset Management Solution, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Evan Tai Pan Control | Director & Chief Investment Officer | 50-75% | 2019 |
| James Tam | Chief Compliance Officer | Under 5% | 2026 |
| Timothy Lee Voorhees Control | President | 50-75% | 2008 |
Frequently asked questions
How much does Tax Efficient Asset Management Solution, Inc. manage?
Tax Efficient Asset Management Solution, Inc. reports $148.3 million in regulatory assets under management on its Form ADV.
How many employees does Tax Efficient Asset Management Solution, Inc. have?
Tax Efficient Asset Management Solution, Inc. reports 5 employees.
Where is Tax Efficient Asset Management Solution, Inc. located?
Tax Efficient Asset Management Solution, Inc. is based in Newport Beach, CA and has been SEC-registered since 2017.
Does Tax Efficient Asset Management Solution, Inc. disclose fund performance?
Tax Efficient Asset Management Solution, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4590 MacArthur Blvd, Suite 175, Newport Beach, CA 92660 |
| Phone | 949-878-9400 |
| Fax | 949-878-9420 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$148.3M▲ 29%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,369 advisers
EmployeesTop 62%
More than 38% of 16,804 advisers
Assets under management
$148.3Mregulatory AUM
Discretionary $145.2MNon-discretionary $3M