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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Taylor & Morgan Wealth Management LLC
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|---|---|
| CRD # | 156177 |
| SEC # | 801-113195 |
| CIK # | 0001844266 |
| AUM | $327.0 M (2025-01-17) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 248-688-9399 |
| Address | 3150 Livernois Rd Troy, MI 48083 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 5.7 | ||
| Apple Inc | 5.6 | ||
| Nvidia Corp | 4.3 | ||
| Amazon Com Inc | 3.8 | ||
| Broadcom Inc | 3.3 | ||
| Alphabet Inc | 2.8 | ||
| AT&T Inc | 1.1 | ||
| SPDR Gold Trust | 0.9 | ||
| Altria Group Inc | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 366 | 114.3 |
| (b) Individuals (high net worth individuals) | 52 | 169.7 |
| (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 | 10 | 40.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 1 | 2.6 |
| (n) Other | 1 | 0.1 |
| Total | 995 | 327.0 |
| By Discretionary | ||
| Discretionary | 995 | 327.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 995 | 327.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 327.0 | |
| Total | 995 | 327.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001844266] |
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