David Leonhart
Team Wealth & Tax Advisors · Temecula, California
David Leonhart is a fee-only financial advisor at Team Wealth & Tax Advisors in Temecula, California. Team Wealth & Tax Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Team Wealth & Tax Advisors |
|---|---|
| Based in | Temecula, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $251.1M across 793 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 5168518 |
| Exams passed | Series 63 (2007) · Series 65 (2020) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.wealthandtax.com |
How David's firm compares
- Team Wealth & Tax Advisors's average account is about $317,000, from its Form ADV (assets managed divided by 793 accounts).
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Questions about David
Is David Leonhart a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Team Wealth & Tax Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Team Wealth & Tax Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is David Leonhart based?
David Leonhart is based in Temecula, California.
Is David Leonhart registered with the SEC?
Yes. David Leonhart is registered as an investment adviser representative in CA and TX (CRD 5168518), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Team Wealth & Tax Advisors manage?
Team Wealth & Tax Advisors reports $251.1M across 793 accounts in assets under management.
How do I contact David Leonhart?
Through David's website, www.wealthandtax.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Temecula
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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