RIA Intel›Advisers›Michigan›TAYLOR & MORGAN WEALTH MANAGEMENT, LLC

TAYLOR & MORGAN WEALTH MANAGEMENT, LLC

Advisory

N·TROY, MI

Data as of Mar 9, 2026 · Source: SEC Form ADV

Total AUM

$513M

1-Year AUM Growth

+24.4%

3-Year CAGR

+14.4%

Employees

7

Assets Under Management

Total AUM$513M

Discretionary AUM$470M

Non-Discretionary AUM$43M

Discretionary %91.7%

Total Clients430

Team

Total Employees7

Investment Advisers8

Employee Growth (1Y)—

Filing History

Total Filings on Record28

First FilingApr 10, 2018

Latest FilingMar 9, 2026

🔒 Full AUM trend chart and 28 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TAYLOR & MORGAN WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.