# TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.

TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. of COSTA MESA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 146778
- Type: SEC-registered investment adviser
- SEC file number: 801-110232
- Location: 650 TOWN CENTER DRIVE, SUITE 890, COSTA MESA, CA, 92626
- Phone: 949-878-9400
- Latest filing: 2026-03-31
- Regulatory AUM: $148.3M
- Discretionary AUM: $145.2M
- Non-discretionary AUM: $3.0M
- Clients: 5
- Accounts: 203

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Timothy Lee Voorhees | PRESIDENT | — |
| Evan Tai Pan | DIRECTOR & CHIEF INVESTMENT OFFICER | — |
| Lara Marie Johnston | CHIEF COMPLIANCE OFFICER | — |
| BAKER GUY EUGENE | CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISORY REPRESENTATIVE; INVESTMENT ADVISORY REPRESENTATIVE | — |
| VOORHEES TIMOTHY LEE | PRESIDENT; PRESIDENT AND CCO; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| JOHNSTON JODI MARIE | CHIEF COMPLIANCE OFFICER | — |
| PAN EVAN | CHIEF INVESTMENT OFFICER; DIRECTOR & CHIEF INVESTMENT OFFICER | — |
| PAN EVAN TAI | DIRECTOR & CHIEF INVESTMENT OFFICER | — |
| Johnston Lara | CHIEF COMPLIANCE OFFICER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| PASADENA | CA | 3 | 949-878-9403 |
| PASADENA | CA | 3 | 949-878-9403 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/146778/brochure
- Similar advisers: https://search.stillhousedata.com/firm/146778/similar
- Related entities: https://search.stillhousedata.com/firm/146778/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/146778

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.