# Tailored Tax and Wealth

> 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.

- CRD: 337265
- Filed as: TAILORED TAX AND WEALTH
- Legal name: Tailored Tax and Wealth, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Parker, CO
- Filing period: October 2026
- Form ADV filing dated: January 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/337265
- AdvisorCensus page: https://advisorcensus.com/firm/tailored-tax-and-wealth-parker-co-337265

## Quick answers

**How is Tailored Tax and Wealth compensated?**
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.

**Where is Tailored Tax and Wealth located?**
Tailored Tax and Wealth's principal office is in Parker, CO, according to its Form ADV.

**Is Tailored Tax and Wealth registered with the SEC or a state?**
Tailored Tax and Wealth is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 337265.

**How much does Tailored Tax and Wealth manage?**
Tailored Tax and Wealth reports $50,000 in regulatory assets under management in its Form ADV filing dated January 21, 2026 (100% discretionary).

**Does Tailored Tax and Wealth report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $50,000
- Discretionary: $50,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $50,000 |
| High net worth individuals | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tailoredtaxandwealth.com
- Facebook @terry.lambert.9699
- LinkedIn @terry-lambert-a4623472

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tailored Tax and Wealth (CRD 337265): Form ADV filing data as of October 2026.