TEIXEIRA WEALTH MANAGEMENT LLC

TEIXEIRA WEALTH MANAGEMENT LLC of SAN LUIS OBISPO, CA is an SEC-registered investment adviser (CRD 283906). Regulatory assets under management: $20.3M.

Registration

• CRD: 283906
• Type: Registered investment adviser
• Location: 1041 MILL STREET, SAN LUIS OBISPO, CA, 93401
• Phone: 805-698-3520
• Latest filing: 2026-01-30
• Regulatory AUM: $20.3M
• Discretionary AUM: $19.6M
• Non-discretionary AUM: $670K
• Clients: 2
• Accounts: 120

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 283906 on SEC IAPD (source of record)
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