# Taxable Wealth

> Taxable Wealth is a state-registered investment advisory firm in San Diego, CA, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 304187
- Filed as: TAXABLE WEALTH
- Legal name: Taxable LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/304187
- AdvisorCensus page: https://advisorcensus.com/firm/taxable-wealth-san-diego-ca-304187

## Quick answers

**How is Taxable Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Taxable Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Taxable Wealth located?**
Taxable Wealth's principal office is in San Diego, CA, according to its Form ADV.

**Is Taxable Wealth registered with the SEC or a state?**
Taxable Wealth is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 304187.

**How much does Taxable Wealth manage?**
Taxable Wealth reports $91,246,565 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Taxable Wealth serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (30); individuals (other than high net worth individuals) (10); corporations or other businesses not listed above (5).

**Does Taxable 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/304187

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $91,246,565
- Discretionary: $91,246,565
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $2,636,249 |
| High net worth individuals | 30 | $81,756,960 |
| Charitable organizations | 2 | $466,831 |
| Corporations or other businesses not listed above | 5 | $6,386,525 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- netwealthmanagement.com
- taxablewealth.com
- Facebook @TaxableWealth
- LinkedIn @net-wealth-management
- LinkedIn @taxablewealth
- LinkedIn @jimdpaulsen
- LinkedIn @scottmelbrod
- X @taxablewealth
- X @netnotgross

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Taxable Wealth (CRD 304187): Form ADV filing data as of October 2026.