# Teixeira Wealth Management LLC

> Teixeira Wealth Management LLC is a state-registered investment advisory firm in San Luis Obispo, CA, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 30, 2026.

- CRD: 283906
- Filed as: TEIXEIRA WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Luis Obispo, CA
- Filing period: October 2026
- Form ADV filing dated: January 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/283906
- AdvisorCensus page: https://advisorcensus.com/firm/teixeira-wealth-management-llc-san-luis-obispo-ca-283906

## Quick answers

**How is Teixeira Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Teixeira Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Teixeira Wealth Management LLC located?**
Teixeira Wealth Management LLC's principal office is in San Luis Obispo, CA, according to its Form ADV.

**Is Teixeira Wealth Management LLC registered with the SEC or a state?**
Teixeira Wealth Management LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 283906.

**How much does Teixeira Wealth Management LLC manage?**
Teixeira Wealth Management LLC reports $20,275,000 in regulatory assets under management in its Form ADV filing dated January 30, 2026 (97% discretionary).

**What types of clients does Teixeira Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (48); individuals (other than high net worth individuals) (25).

**Does Teixeira Wealth Management LLC 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/283906

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $20,275,000
- Discretionary: $19,605,000
- Non-discretionary: $670,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 25 | $1,725,000 |
| High net worth individuals | 48 | $18,550,000 |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 2 total, 1 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)
- teixeiracapital.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Teixeira Wealth Management LLC (CRD 283906): Form ADV filing data as of October 2026.