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HARTMANN TAYLOR WEALTH MANAGEMENT, LLC
CRD 310334 · SEC 801-119637
2346 VICTORY PARK LANE, DALLAS, TX, 75219, United States
Phone
972-833-2684
Fax
972-421-1817
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$254.6M
Discretionary AUM
$254.6M
Team
5 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)BILL PAYING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 37 | $14.1M |
| High net worth individuals | 54 | $236.4M |
| Charitable organizations | 3 | $4.0M |
| Corporations/business entities | 2 | $133K |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD