# Temecula Valley Stock Exchange

> Temecula Valley Stock Exchange is a state-registered investment advisory firm, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated November 10, 2025.

- CRD: 310286
- Filed as: TEMECULA VALLEY STOCK EXCHANGE
- Legal name: Temecula Valley Stock Exchange LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: November 10, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/310286
- AdvisorCensus page: https://advisorcensus.com/firm/temecula-valley-stock-exchange-310286

## Quick answers

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

**Is Temecula Valley Stock Exchange registered with the SEC or a state?**
Temecula Valley Stock Exchange is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 310286.

**How much does Temecula Valley Stock Exchange manage?**
Temecula Valley Stock Exchange reports $3,000 in regulatory assets under management in its Form ADV filing dated November 10, 2025 (100% discretionary).

**Does Temecula Valley Stock Exchange 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/310286

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $3,000
- Discretionary: $3,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $3,000 |

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

### Firm details
- Registered since: 2020 (5 years)
- Employees: 1 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)
- temeculastockexchange.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Temecula Valley Stock Exchange (CRD 310286): Form ADV filing data as of October 2026.