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| Keyboard |
| Plagens & Taylor Wealth Management LLC
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|---|---|
| CRD # | 335178 |
| SEC # | 801-132268 |
| CIK # | |
| AUM | 318.3 M (2026-03-26) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 325-486-8600 |
| Address | 517 W Twohig Avenue San Angelo, TX 76903 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 223 | 38.0 |
| (b) Individuals (high net worth individuals) | 127 | 237.9 |
| (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 | 1 | 0.8 |
| (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 | 20 | 4.6 |
| (n) Other | 18 | 37.0 |
| Total | 389 | 318.3 |
| By Discretionary | ||
| Discretionary | 389 | 318.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 389 | 318.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 318.3 | |
| Total | 389 | 318.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Promontory Financial Planning LLC
✚
|
UT | 319.0 M |
|
Antoine Williams & Associates Wealth Management LLC
✚
|
VT | 318.9 M |
|
Breen Wealth Management LLC
✚
|
CA | 318.8 M |
|
Phillip B White Co Inc
✚
|
CA | 318.7 M |
|
Carlson Financial Inc
✚
|
OR | 318.0 M |
|
Linda S Lubitz CFP PA
✚
|
FL | 317.8 M |
|
Wealth Pro Advisors Inc
✚
|
FL | 317.5 M |
|
Family Wealth Planning Partners LLC
✚
|
KY | 317.4 M |
|
BCA Private Wealth Inc
✚
|
SC | 317.3 M |
|
Bison Creek Wealth Management LLC
✚
|
317.3 M |