Hartmann Taylor Wealth Management, LLC
● SEC registered since 2020CRD 310334SEC# 801-119637Dallas, TX
Reg. AUM
$254.6M
Employees
5
Accounts
480
Location
Dallas, TX
Hartmann Taylor Wealth Management, LLC assets under management
Hartmann Taylor Wealth Management, LLC operates as an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2020. It reports $254.6 million in regulatory assets under management and employs 5 people.
Hartmann Taylor Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| William Wade Taylor Control | Managing Member & Chief Compliance Officer | Over 75% | 2020 |
Frequently asked questions
How much does Hartmann Taylor Wealth Management, LLC manage?
Hartmann Taylor Wealth Management, LLC reports $254.6 million in regulatory assets under management on its Form ADV.
How many employees does Hartmann Taylor Wealth Management, LLC have?
Hartmann Taylor Wealth Management, LLC reports 5 employees.
Where is Hartmann Taylor Wealth Management, LLC located?
Hartmann Taylor Wealth Management, LLC is based in Dallas, TX and has been SEC-registered since 2020.
Does Hartmann Taylor Wealth Management, LLC disclose fund performance?
Hartmann Taylor Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2346 Victory Park Lane, Dallas, TX 75219 |
| Phone | 972-833-2684 |
| Fax | 972-421-1817 |
| Office hours | 9:00a.m. - 6:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$254.6M▲ 31%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$254.6Mregulatory AUM
Discretionary $254.6M