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| Taylor & Morgan Wealth Management LLC
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|---|---|
| CRD # | 156177 |
| SEC # | 801-113195 |
| CIK # | 0001844266 |
| AUM | 512.5 M (2026-03-09) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Phone | 248-688-9399 |
| Address | 3150 Livernois Rd Troy, MI 48083 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001844266 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.3 | ||
| Alphabet Inc | 5.0 | ||
| Nvidia Corp | 4.8 | ||
| Broadcom Inc | 4.4 | ||
| Microsoft Corp | 3.9 | ||
| Amazon Com Inc | 3.8 | ||
| SPDR Gold Trust | 3.4 | ||
| Johnson & Johnson | 1.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 357 | 141.9 |
| (b) Individuals (high net worth individuals) | 63 | 279.0 |
| (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 | 30 | 88.8 |
| (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 | 2.8 |
| (n) Other | 1 | 0.1 |
| Total | 1,049 | 512.5 |
| By Discretionary | ||
| Discretionary | 1,029 | 469.8 |
| Non-Discretionary | 20 | 42.7 |
| Total | 1,049 | 512.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 512.5 | |
| Total | 1,049 | 512.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001844266] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 20 |
| Serves | Retail, Research |
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