Overview
Assets Under Management: $151 million
Headquarters: TORRANCE, CA
High-Net-Worth Clients: 43
Average Client Assets: $3 million
Frequently Asked Questions
TAYLOR WEALTH MANAGEMENT, LLC 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 #132955), TAYLOR WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
TAYLOR WEALTH MANAGEMENT, LLC is headquartered in TORRANCE, CA.
TAYLOR WEALTH MANAGEMENT, LLC serves 43 high-net-worth clients according to their SEC filing dated March 04, 2025. View client details ↓
According to their SEC Form ADV, TAYLOR WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
TAYLOR WEALTH MANAGEMENT, LLC manages $151 million in client assets according to their SEC filing dated March 04, 2025.
According to their SEC Form ADV, TAYLOR WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.68
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 218
Discretionary Accounts: 16
Non-Discretionary Accounts: 202
Regulatory Filings
CRD Number: 132955
Last Filing Date: 2025-03-04 00:00:00
Website: https://taylorwealth.com