Plagens & Taylor Wealth Management, LLC
● SEC registered since 2025CRD 335178SEC# 801-132268San Angelo, TX
Reg. AUM
$318.3M
Employees
6
Accounts
389
Location
San Angelo, TX
Plagens & Taylor Wealth Management, LLC assets under management
Plagens & Taylor Wealth Management, LLC operates as an SEC-registered investment adviser based in San Angelo, TX. The firm has been registered since 2025. It reports $318.3 million in regulatory assets under management and employs 6 people.
Plagens & Taylor Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Rusty Joe Taylor Control | Managing Member | 25-50% | 2024 |
| Spencer Judson Plagens Control | Managing Member & Chief Compliance Officer | 50-75% | 2024 |
Frequently asked questions
How much does Plagens & Taylor Wealth Management, LLC manage?
Plagens & Taylor Wealth Management, LLC reports $318.3 million in regulatory assets under management on its Form ADV.
How many employees does Plagens & Taylor Wealth Management, LLC have?
Plagens & Taylor Wealth Management, LLC reports 6 employees.
Where is Plagens & Taylor Wealth Management, LLC located?
Plagens & Taylor Wealth Management, LLC is based in San Angelo, TX and has been SEC-registered since 2025.
Does Plagens & Taylor Wealth Management, LLC disclose fund performance?
Plagens & 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 | 517 W. Twohig Avenue, San Angelo, TX 76903 |
| Phone | 325-486-8600 |
| Fax | 325-486-8700 |
| Office hours | 8:00 a.m. - 4:30 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$318.3M▲ 14%
Jun '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$318.3Mregulatory AUM
Discretionary $318.3M