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Taylor & Morgan Wealth Management, LLC

● SEC registered since 2018CRD 156177SEC# 801-113195Troy, MI
Export (members)
Reg. AUM
$327M
Employees
8
Accounts
995
Location
Troy, MI

Taylor & Morgan Wealth Management, LLC assets under management

Taylor & Morgan Wealth Management, LLC is an investment advisory firm registered with the SEC based in Troy, MI. The firm has been registered since 2018. It reports $327 million in regulatory assets under management and employs 8 people.
www.tmcpa.com/assetmanagementView on SEC.gov ↗

Taylor & Morgan Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Robert Thomas Taylor ControlManaging Member/Chief Compliance OfficerOver 75%2010

Frequently asked questions

How much does Taylor & Morgan Wealth Management, LLC manage?

Taylor & Morgan Wealth Management, LLC reports $327 million in regulatory assets under management on its Form ADV.

How many employees does Taylor & Morgan Wealth Management, LLC have?

Taylor & Morgan Wealth Management, LLC reports 8 employees.

Where is Taylor & Morgan Wealth Management, LLC located?

Taylor & Morgan Wealth Management, LLC is based in Troy, MI and has been SEC-registered since 2018.

Does Taylor & Morgan Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address3150 Livernois Rd., Suite 175, Troy, MI 48083
Phone248-688-9399
Fax248.688.9397
Office hours8:00a.m. To 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$327M
Non-discretionary$0
Total (RAUM)$327M