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Hartmann Taylor Wealth Management, LLC

● SEC registered since 2020CRD 310334SEC# 801-119637Dallas, TX
Export (members)
Reg. AUM
$194.4M
Employees
1
Accounts
399
Location
Dallas, TX

Hartmann Taylor Wealth Management, LLC assets under management

Hartmann Taylor Wealth Management, LLC operates as an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2020. It reports $194.4 million in regulatory assets under management and employs 1 people.
x.com/hartmanntaylor1View on SEC.gov ↗

Hartmann Taylor Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
William Wade Taylor ControlManaging Member & Chief Compliance OfficerOver 75%2020

Frequently asked questions

How much does Hartmann Taylor Wealth Management, LLC manage?

Hartmann Taylor Wealth Management, LLC reports $194.4 million in regulatory assets under management on its Form ADV.

How many employees does Hartmann Taylor Wealth Management, LLC have?

Hartmann Taylor Wealth Management, LLC reports 1 employees.

Where is Hartmann Taylor Wealth Management, LLC located?

Hartmann Taylor Wealth Management, LLC is based in Dallas, TX and has been SEC-registered since 2020.

Does Hartmann Taylor Wealth Management, LLC disclose fund performance?

Hartmann Taylor Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2346 Victory Park Lane, Dallas, TX 75219
Phone972-833-2684
Fax972-421-1817
Office hours9:00a.m. - 6:00p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$194.4M
Non-discretionary$0
Total (RAUM)$194.4M