HARTMANN TAYLOR WEALTH MANAGEMENT, LLC
Adviser information for HARTMANN TAYLOR WEALTH MANAGEMENT, LLC last updated from Form ADV on March 8th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 385 | $164.9M |
| Non-Discretionary | 0 | $0 |
| Total | 385 | $164.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 26 | $5.8M |
| HNW Individuals | 38 | $158.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $299,714 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsBILL PAYING SERVICES |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-119637 |
|---|---|
| SEC ERA File Number | 801-119637 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 310334 |
| Legal Entity Identifier | None |
Principal Office
2346 VICTORY PARK LANEDALLAS
TX
United States
Monday - Friday, 9:00AM - 6:00PM
Tel: 214-732-4243, Fax: 972-421-1817
Chief Compliance Officer
WILLIAM WADE TAYLOR
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER
4347 W. NORTHWEST HIGHWAY
SUITE 130 - 345
DALLAS
TX
United States
Tel:
214-732-4243
Fax:
N/A
W******@*****************M
(Full email address available in API data)
Regulatory Contact
IVAN BARRETTO
CONSULTANT
13359 NORTH HIGHWAY 183
SUITE 406-649
AUSTIN
TX
United States
Tel:
8337422246
I***@*******O
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| TAYLOR, WILLIAM, WADE | Individual | – | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | 06/2020 | > 75% |