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Trey Kenyon Taylor

Managing Member/Chief Compliance OfficerLwealth, LLCCRD 4825891

About Trey Kenyon Taylor

Trey Kenyon Taylor is listed as Managing Member/Chief Compliance Officer at Lwealth, LLC in Dallas, TX. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Lwealth, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Trey Kenyon Taylor work?

Trey Kenyon Taylor is listed as Managing Member/Chief Compliance Officer at Lwealth, LLC on SEC Form ADV.

How much of Lwealth, LLC does Trey Kenyon Taylor own?

Form ADV reports a beneficial ownership band of 25-50%.

Lwealth, LLC

TitleManaging Member/Chief Compliance Officer
Ownership25-50%
Control personYes
Since2019
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