| Name | Title | Ownership | Since |
|---|---|---|---|
| Rusty Joe Taylor Control | Managing Member | 25-50% | 2024 |
| Spencer Judson Plagens Control | Managing Member & Chief Compliance Officer | 50-75% | 2024 |
Plagens & Taylor Wealth Management, LLC reports $278.6 million in regulatory assets under management on its Form ADV.
Plagens & Taylor Wealth Management, LLC reports 6 employees.
Plagens & Taylor Wealth Management, LLC is based in San Angelo, TX and has been SEC-registered since 2025.
Plagens & Taylor Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 517 W. Twohig Avenue, San Angelo, TX 76903 |
| Phone | 325-486-8600 |
| Fax | 325-486-8700 |
| Office hours | 8:00 a.m. - 4:30 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $278.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $278.6M |