TEAM WEALTH & TAX ADVISORS

Legal name: TEAM FINANCIAL GROUP, LLC

CRD 309411File 801-127441

APPROVED

Retail clients

Custody

Filing as of Jun 2, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$251.1M

Below cohort median (national)

Discretionary AUM

$251.1M

Clients

366

793 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Mar 10, 2023
Principal office: 40395 WINCHESTER ROAD, SUITE A, TEMECULA, CA, 92591
Phone: 951-308-6444
Website: https://g.co/kgs/d1f8fyQ

Assets & accounts

ADV Item 5F

Total regulatory AUM: $251.1M
Discretionary AUM: $251.1M
Non-discretionary AUM: $0
Discretionary accounts: 793
Non-discretionary accounts: 0
Total accounts: 793
AUM per client: $686K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$932K
High net worth individuals	79	$140.2M
Individuals (other than high net worth individuals)	287	$109.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.