Teixeira Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$20,275,000
Total clients
73
66% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
73
Average account size
$277,740
About
Teixeira Wealth Management LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, delivering both discretionary and non-discretionary asset management. Its services span tactical Select Equity Portfolios, ETF-based asset-allocation portfolios, fixed-income strategies, and advisory for 529 college savings plans.
The firm combines fundamental and technical analysis with proprietary research to build and monitor portfolios, documenting client goals in investment policy statements or risk-tolerance forms. TWM issues custodial account statements and firm-prepared performance reports at least monthly and asks clients to compare these reports with custodian statements.
The brochure discloses that the managing member spends roughly 25% of his time operating affiliated insurance and real estate businesses and receives separate commissions for those activities, with the firm describing disclosures and fiduciary procedures to mitigate conflicts of interest. TWM also offers a specific operational feature for 529 accounts—complementary advisory services when a client already has an advisory account or an insurance policy—which is an uncommon client-service detail among peers.
Client services
Expertise
Fee options
$10,000+: .50% annually (Fixed Income Portfolio) $100,000+: 1.50% annually (Select Equity Portfolios) Up to $99,999 - $99,999: 1.25% annually (Asset Allocation Portfolios and 529 Plans) $100,000 - $249,999: 1.00% annually (Asset Allocation Portfolios and 529 Plans) $250,000+: 0.75% annually (Asset Allocation Portfolios and 529 Plans)
Account minimum: $100,000 for Select Equity Portfolios; $25,000 for Asset Allocation Portfolios (except $5,000 for IRA accounts) Fee-only: Fee-only investment management firm; no commissions on advisory services
Main office location
Teixeira Wealth Management LLC
1041 Mill Street, Suite 205
San Luis Obispo CA 93401, United States
Number of offices
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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