PPrivate Fund Data Log in Join · $37/mo

William Wade Taylor

Managing Member & Chief Compliance OfficerHartmann Taylor Wealth Management, LLCCRD 2821259

About William Wade Taylor

William Wade Taylor is listed as Managing Member & Chief Compliance Officer at Hartmann Taylor Wealth Management, LLC in Dallas, TX. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Hartmann Taylor Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does William Wade Taylor work?

William Wade Taylor is listed as Managing Member & Chief Compliance Officer at Hartmann Taylor Wealth Management, LLC on SEC Form ADV.

How much of Hartmann Taylor Wealth Management, LLC does William Wade Taylor own?

Form ADV reports a beneficial ownership band of Over 75%.

Hartmann Taylor Wealth Management, LLC

TitleManaging Member & Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2020
View Hartmann Taylor Wealth Management, LLC →