|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Taylor Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 132955 |
| SEC # | 801-120779 |
| CIK # | |
| AUM | $150.7 M (2025-03-04) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 310-540-8000 |
| Address | 3655 Torrance Blvd Torrance, CA 90503 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 11.0 |
| (b) Individuals (high net worth individuals) | 43 | 139.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 218 | 150.7 |
| By Discretionary | ||
| Discretionary | 16 | 8.6 |
| Non-Discretionary | 202 | 142.2 |
| Total | 218 | 150.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 150.7 | |
| Total | 218 | 150.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Greenbelt Investment Advisors LLC
✚
|
TX | 0.2 |
|
Scottsdale Wealth Planning Inc
✚
|
AZ | 0.2 |
|
GG Group Ventures LLC
✚
|
FL | 0.2 |
|
Profocus Incorporated
✚
|
AZ | 0.2 |
|
XXEC Inc
✚
|
OK | 0.2 |
|
SAS Financial Advisors LLC
✚
|
CA | 0.2 |
|
VIMA LLC
✚
|
MI | 0.2 |
|
RS Asset Management LLC
✚
|
CO | 0.2 |
|
Josh Arnold Investment Consultant LLC
✚
|
MN | 0.2 |
|
Waterstone Wealth Advisors LLC
✚
|
0.2 |