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Managing Member · Team Wealth & Tax Advisors

Leonard P. Cole

CRD 2421588 · Named on Form ADV at one SEC-registered adviser

At a glance

Team Wealth & Tax Advisors, an SEC-registered wealth manager based in Temecula, CA with $251 million in regulatory assets, lists Leonard P. Cole on its Form ADV as Managing Member, a control person.

Firms and roles

AtlasMembers

Leonard’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Leonard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.