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| Hartmann Taylor Wealth Management LLC
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|---|---|
| CRD # | 310334 |
| SEC # | 801-119637 |
| CIK # | 0002058267 |
| AUM | $254.6 M (2026-02-25) |
| Employees | 5 (20% Investors, 0% Brokers) |
| Phone | 972-833-2684 |
| Address | 2346 Victory Park Lane Dallas, TX 75219 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.9 | ||
| Grayscale Digital Large Cap Fund LLC | 1.8 | ||
| Nvidia Corp | 1.5 | ||
| Microsoft Corp | 1.5 | ||
| Palantir Technologies Inc | 1.2 | ||
| Amazon Com Inc | 1.1 | ||
| Alphabet Inc | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 37 | 14.1 |
| (b) Individuals (high net worth individuals) | 54 | 236.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 4.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 480 | 254.6 |
| By Discretionary | ||
| Discretionary | 480 | 254.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 480 | 254.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 254.6 | |
| Total | 480 | 254.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002058267] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Secured Retirement Advisors LLC
✚
|
MN | 0.3 |
|
Pathwise Wealth Partners LLC
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|
CA | 0.3 |
|
KOA Wealth Management LLC
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|
0.3 | |
|
Modern Capital Advisors LLC
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|
NC | 0.3 |
|
Cap Partners LLC
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|
TN | 0.3 |
|
Blacktower Financial Management US LLC
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FL | 0.3 |
|
Westpark Wealth Advisors Inc
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|
TX | 0.3 |
|
Madrone Investment Advisory LLC
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|
CA | 0.3 |
|
Mendota Financial Group LLC
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|
WI | 0.3 |
|
Family Fiduciary Services Inc
✚
|
MA | 0.3 |