Team Wealth & Tax Advisors

CRD 309411 · Temecula, CA · $251.1M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 309411
SEC number: 801-127441
Firm type: RIA
Assets under management: $251.1M as of Jun 2, 2026
Website: g.co/kgs/d1f8fyQ ↗
Phone: 951-308-6444
Address: 40395 Winchester Road, Temecula, CA, 92591

Advisors at this firm

6 in our index · page 1 of 1

Jeffry Stephen ColeCRD 6791844 · Temecula, CA

IA Registered
Jeffry Stephen ColeCRD 2437637 · Temecula, CA

IA Registered
Leonard Paul ColeCRD 2421588 · Temecula, CA

IA Registered
David Paul LeonhartCRD 5168518 · Temecula, CA

IA RegisteredRegistration inactive
Brian OwenCRD 7438903 · Temecula, CA

IA Registered
Dustin Paul WattsCRD 7038627 · Temecula, CA

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.