TAYLOR WEALTH MANAGEMENT, LLC
Adviser information for TAYLOR WEALTH MANAGEMENT, LLC last updated from Form ADV on March 14th, 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 | California, 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 | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 14 | $5.9M |
Non-Discretionary | 188 | $125.1M |
Total | 202 | $131.0M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 26 | $13.2M |
HNW Individuals | 38 | $117.9M |
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 | 0 | $0 |
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 | 5 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 51-100 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
---|---|
Compensation | Hourly chargesFixed fees |
Identifiers
SEC RIA File Number | 801-120779 |
---|---|
SEC ERA File Number | 801-120779 |
SEC CIK Numbers | None |
SEC CRD Numbers | 132955 |
Legal Entity Identifier | None |
Principal Office
3655 TORRANCE BLVD.SUITE 347
TORRANCE
CA
United States
Monday - Friday, BY APPOINTMENT ONLY
Tel: 310-540-8000, Fax: None
Chief Compliance Officer
DOUGLAS E. TAYLOR
MANAGING MEMBER
3655 TORRANCE BLVD.
SUITE 347
TORRANCE
CA
United States
Tel:
310-540-8000
D***@***************M
(Full email address available in API data)
Industry Affiliates
TAYLOR TAX SERVICES, INC. | Accountant or accounting firm |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
TAYLOR, DOUGLAS, EDWARD | Individual | – | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | 05/2004 | > 75% |