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Taylor Wealth Management, LLC

● SEC registered since 2021CRD 132955SEC# 801-120779Torrance, CA
Export (members)
Reg. AUM
$150.7M
Employees
1
Accounts
218
Location
Torrance, CA

Taylor Wealth Management, LLC assets under management

Taylor Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Torrance, CA. The firm has been registered since 2021. It reports $150.7 million in regulatory assets under management and employs 1 people.
www.taylorwealthmanagement.comView on SEC.gov ↗

Taylor Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Douglas Edward Taylor ControlManaging Member/Chief Compliance OfficerOver 75%2004

Frequently asked questions

How much does Taylor Wealth Management, LLC manage?

Taylor Wealth Management, LLC reports $150.7 million in regulatory assets under management on its Form ADV.

How many employees does Taylor Wealth Management, LLC have?

Taylor Wealth Management, LLC reports 1 employees.

Where is Taylor Wealth Management, LLC located?

Taylor Wealth Management, LLC is based in Torrance, CA and has been SEC-registered since 2021.

Does Taylor Wealth Management, LLC disclose fund performance?

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

Address3655 Torrance Blvd., Suite 347, Torrance, CA 90503
Phone310-540-8000
Office hoursBy Appointment Only
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$8.6M
Non-discretionary$142.2M
Total (RAUM)$150.7M