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| Hartmann Taylor Wealth Management LLC
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|---|---|
| CRD # | 310334 |
| SEC # | 801-119637 |
| CIK # | 0002058267 |
| AUM | $194.4 M (2025-06-04) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 972-833-2684 |
| Address | 2346 Victory Park Lane Dallas, TX 75219 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.3 | ||
| Microsoft Corp | 2.0 | ||
| Nvidia Corp | 1.5 | ||
| Amazon Com Inc | 1.2 | ||
| Palantir Technologies Inc | 1.1 | ||
| Netflix Inc | 0.7 | ||
| Business First Bancshares Inc | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 37 | 7.2 |
| (b) Individuals (high net worth individuals) | 41 | 184.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 2.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 399 | 194.4 |
| By Discretionary | ||
| Discretionary | 399 | 194.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 399 | 194.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 194.4 | |
| Total | 399 | 194.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002058267] |
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|---|---|---|
|
Financial Designs Wealth Management LLC
✚
|
FL | 0.2 |
|
Capital Preservation Partners Inc
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NY | 0.2 |
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Caerus Investment Advisors LLC
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0.2 | |
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AIFG Consultants Ltd
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Amore Ambro LLC
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Avantra Family Wealth Inc
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|
Boyce & Associates Wealth Consulting Inc
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TX | 0.2 |
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Riverglades Family Offices LLC
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FL | 0.2 |
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Legacy Capital Wealth Management LLC
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TX | 0.2 |