|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Plagens & Taylor Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 335178 |
| SEC # | 801-132268 |
| CIK # | |
| AUM | $278.6 M (2025-06-17) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 325-486-8600 |
| Address | 517 W Twohig Avenue San Angelo, TX 76903 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 214 | 33.7 |
| (b) Individuals (high net worth individuals) | 122 | 208.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 3.0 |
| (n) Other | 14 | 32.6 |
| Total | 758 | 278.6 |
| By Discretionary | ||
| Discretionary | 758 | 278.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 758 | 278.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 278.6 | |
| Total | 758 | 278.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Covington & Associates Inc
✚
|
NJ | 0.3 |
|
Moser Wealth Advisors LLC
✚
|
WA | 0.3 |
|
Rye Brook Capital LLC
✚
|
CT | 0.3 |
|
Alhambra Investment Management LLC
✚
|
FL | 0.3 |
|
Lindenwold Advisors Inc
✚
|
PA | 0.3 |
|
Malaga Cove Capital LLC
✚
|
CA | 0.3 |
|
Bernard Wealth Management Corp
✚
|
MI | 0.3 |
|
Duet Advisory Services LLC
✚
|
MI | 0.3 |
|
Chapwood Capital Investment Management LLC
✚
|
TX | 0.3 |
|
Sandstone Asset Management Inc
✚
|
0.3 |