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TAYLOR WEALTH MANAGEMENT, LLC
CRD 132955 · SEC 801-120779
3655 TORRANCE BLVD., SUITE 347, TORRANCE, CA, 90503, United States
Phone
310-540-8000
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$170.5M
Discretionary AUM
$10.6M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $10.1M |
| High net worth individuals | 46 | $160.5M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD