Tax Efficient Asset Management Solution, Inc.
● SEC registered since 2017CRD 146778SEC# 801-110232Costa Mesa, CA
Reg. AUM
$148.3M
Employees
5
Accounts
203
Location
Costa Mesa, CA
Tax Efficient Asset Management Solution, Inc. assets under management
Tax Efficient Asset Management Solution, Inc. operates as an SEC-registered investment adviser based in Costa Mesa, 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 |
| Lara Marie Johnston Control | Chief Compliance Officer | Under 5% | 2023 |
| 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 Costa Mesa, 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 | 650 Town Center Drive, Suite 890, Costa Mesa, CA 92626 |
| 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, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$148.3Mregulatory AUM
Discretionary $145.2MNon-discretionary $3M