|
⚲
|
| Keyboard |
| Taylor Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 132955 |
| SEC # | 801-120779 |
| CIK # | |
| AUM | 170.5 M (2026-02-11) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 310-540-8000 |
| Address | 3655 Torrance Blvd Torrance, CA 90503 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 17 | 10.1 |
| (b) Individuals (high net worth individuals) | 46 | 160.5 |
| (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 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 226 | 170.5 |
| By Discretionary | ||
| Discretionary | 16 | 10.6 |
| Non-Discretionary | 210 | 159.9 |
| Total | 226 | 170.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 170.5 | |
| Total | 226 | 170.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
RJ Cloud Advisors & Company
✚
|
OK | 171.3 M |
|
Wilhelm Financial Services PLLC
✚
|
171.3 M | |
|
Hegarty Advisors LLC
✚
|
NY | 171.1 M |
|
Wealth Engineering LLC
✚
|
AZ | 171.0 M |
|
RMR Capital Management LLC
✚
|
CA | 170.8 M |
|
North Shore Investment Consulting LLC
✚
|
IL | 170.5 M |
|
Patrick Financial Group LLC
✚
|
MI | 170.4 M |
|
Allison Investment Management LLC
✚
|
SC | 170.4 M |
|
West End Wealth Management LLC
✚
|
CO | 170.4 M |
|
Oxford Capital Management Inc
✚
|
VA | 170.0 M |