Tax Efficient Asset Management Solution, Inc.
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 146778
· SEC file 801-110232
· Costa Mesa, CA
· www.familyofficeria.com
☆ Save with Pro
ADV data as of Mar 31, 2026
- Regulatory AUM
- $148M
- Discretionary
- $145M
- Clients
- 87
- Avg AUM / client
- $1.7M
- Accounts
- 203
- Employees
- 5
AUM over time
$53.9M
$191M
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 12 | $4.1M | 2.8% |
| High net worth individuals | 45 | $92.5M | 62.4% |
| Pension and profit sharing plans | Fewer than 5 clients | $3.9M | 2.61% |
| Charitable organizations | 30 | $47.8M | 32.2% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Timothy Lee Voorhees | President | Apr 2008 (18y) | 50% – 75% | |
| Evan Tai Pan | Director & Chief Investment Officer | CFA | Jan 2019 (8y) | 50% – 75% |
| Johnston, Lara, Marie | Chief Compliance Officer | Aug 2023 (3y) | Less than 5% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.16 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $139M (94% of AUM) Mar 2026
- Mutual Trust Co. Of America Securities $21.5M (15% of AUM) Jun 2020
- Western Alliance Bank $19.0M (13% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗