Te Advisors Llc
SEC-registered
Wealth Manager · Boutique (under $100M)
CRD 336139
· SEC file 801-132773
· Quincy, MA
· www.tappengine.com
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ADV data as of Jul 01, 2026
- Regulatory AUM
- $10.7K
- Discretionary
- $10.7K
- Clients
- 13
- Avg AUM / client
- $824
- Accounts
- 13
- Employees
- 5
AUM over time
$0
$10.7K
Apr 11, 2025
Jul 1, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 13 | $10.7K | 100.0% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/01/2026 | 982 KB | 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
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 01, 2026.
View current Form ADV (SEC/IAPD) ↗