{
  "crd_number": 337265,
  "slug": "tailored-tax-and-wealth-parker-co-337265",
  "primary_business_name": "TAILORED TAX AND WEALTH",
  "legal_name": "TAILORED TAX AND WEALTH, LLC",
  "dbas": [],
  "city": "Parker",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "19740",
  "metro": {
    "cbsa_code": "19740",
    "common_name": "Denver",
    "msa_name": "Denver-Aurora-Centennial, CO",
    "path": "/advisors/co/denver"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2025-07-11",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-01-21",
  "carried_forward": false,
  "raum_total": 50000.0,
  "raum_discretionary": 50000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 50000.0,
      "count": 0,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": null,
      "count": 0,
      "fewer_than_5": true
    },
    "corporations_other_businesses": {
      "raum": null,
      "count": 0,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO"
  ],
  "websites": [
    "https://facebook.com/terry.lambert.9699",
    "https://linkedin.com/in/terry-lambert-a4623472",
    "https://tailoredtaxandwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/337265",
  "city_as_filed": "PARKER",
  "url": "https://advisorcensus.com/firm/tailored-tax-and-wealth-parker-co-337265",
  "display_name": "Tailored Tax and Wealth",
  "summary": "Tailored Tax and Wealth is a state-registered investment advisory firm in Parker, CO, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 21, 2026.",
  "citation": "AdvisorCensus. Tailored Tax and Wealth (CRD 337265): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Tailored Tax and Wealth compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Tailored Tax and Wealth reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Tailored Tax and Wealth located?",
      "a": "Tailored Tax and Wealth's principal office is in Parker, CO, according to its Form ADV."
    },
    {
      "q": "Is Tailored Tax and Wealth registered with the SEC or a state?",
      "a": "Tailored Tax and Wealth is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 337265."
    },
    {
      "q": "How much does Tailored Tax and Wealth manage?",
      "a": "Tailored Tax and Wealth reports $50,000 in regulatory assets under management in its Form ADV filing dated January 21, 2026 (100% discretionary)."
    },
    {
      "q": "Does Tailored Tax and Wealth report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/337265"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/tailored-tax-and-wealth-parker-co-337265.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": true,
      "raum": 50000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": true,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/337265",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}