RIA Intel›Advisers›California›TAYLOR WEALTH MANAGEMENT, LLC

TAYLOR WEALTH MANAGEMENT, LLC

Advisory

N·TORRANCE, CA

Data as of Feb 11, 2026 · Source: SEC Form ADV

Total AUM
$171M
1-Year AUM Growth
0.0%
3-Year CAGR
+5.3%
Employees
1
Assets Under Management
Total AUM$171M
Discretionary AUM$11M
Non-Discretionary AUM$160M
Discretionary %6.2%
Total Clients62
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record14
First FilingMar 12, 2008
Latest FilingFeb 11, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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