Data / Investment advisers / California / Tax Efficient Asset Management Solution, Inc.
Tax Efficient Asset Management Solution, Inc., Newport Beach, CA: $148 million AUM, SEC registered investment adviser
Tax Efficient Asset Management Solution, Inc. is an SEC registered investment adviser with its main office in Newport Beach, California and reports $148 million in regulatory assets under management in its Form ADV filed September 18, 2026. Its clients include high net worth individuals, charitable organizations and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 146778
- SEC file number
- 801-110232
- SEC status
- Approved, effective March 24, 2017
- Main office
- 4590 Macarthur Blvd Suite 175, Newport Beach, CA 92660
- Phone
- (949) 878-9400
- Website
- familyofficeria.com
- Regulatory AUM
- $148,259,042 in the Form ADV filed September 18, 2026
- Discretionary AUM
- $145,210,949
- Non discretionary AUM
- $3,048,093
- Accounts
- 203
- Employees
- 5, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 18, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 45 | $92.5 million |
| Charitable organizations | 30 | $47.8 million |
| Individuals (other than high net worth individuals) | 12 | $4.1 million |
| Pension and profit sharing plans | Fewer than 5 | $3.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $148.3 million | March 31, 2026 |
| December 1, 2025 | $114.5 million | March 31, 2025 |
Other advisers in Newport Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Port Street Investments, LLC | Newport Beach | $174.5 million | Not listed | adviserinfo.sec.gov |
| Catalyst Wealth Advisors LLC | Newport Beach | $167.2 million | Not listed | adviserinfo.sec.gov |
| Boyer Financial Services, Inc. | Newport Beach | $167 million | Not listed | adviserinfo.sec.gov |
| Fell Capital Management | Newport Beach | $161.8 million | Not listed | adviserinfo.sec.gov |
| Sidoxia Capital Management, LLC | Newport Beach | $149 million | 1 | adviserinfo.sec.gov |
| Procore Advisors, LLC | Newport Beach | $143.7 million | Not listed | adviserinfo.sec.gov |
| Crystal Cove Asset Management | Newport Beach | $135.2 million | Not listed | adviserinfo.sec.gov |
| Banta Asset Management LP | Newport Beach | $128.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Newport Beach, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Tax Efficient Asset Management Solution, Inc. on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.