Overview
Assets Under Management: $318 million
Headquarters: SAN ANGELO, TX
High-Net-Worth Clients: 127
Average Client Assets: $1.9 million
Frequently Asked Questions
PLAGENS & TAYLOR WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #335178), PLAGENS & TAYLOR WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
PLAGENS & TAYLOR WEALTH MANAGEMENT is headquartered in SAN ANGELO, TX.
PLAGENS & TAYLOR WEALTH MANAGEMENT serves 127 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, PLAGENS & TAYLOR WEALTH MANAGEMENT offers portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
PLAGENS & TAYLOR WEALTH MANAGEMENT manages $318 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, PLAGENS & TAYLOR WEALTH MANAGEMENT serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 127
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.75%
Average Client Assets: $1.9 million
Total Client Accounts: 389
Discretionary Accounts: 389
Regulatory Filings
CRD Number: 335178
Filing ID: 2078804
Last Filing Date: 2026-03-26 20:39:52