Taylor & Morgan Wealth Management, LLC
● SEC registered since 2018CRD 156177SEC# 801-113195Troy, MI
Reg. AUM
$512.5M
Employees
8
Accounts
1,049
Location
Troy, MI
Taylor & Morgan Wealth Management, LLC assets under management
Taylor & Morgan Wealth Management, LLC is an investment advisory firm registered with the SEC based in Troy, MI. The firm has been registered since 2018. It reports $512.5 million in regulatory assets under management and employs 8 people.
Taylor & Morgan Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Thomas Taylor Control | Managing Member/Chief Compliance Officer | Over 75% | 2010 |
Frequently asked questions
How much does Taylor & Morgan Wealth Management, LLC manage?
Taylor & Morgan Wealth Management, LLC reports $512.5 million in regulatory assets under management on its Form ADV.
How many employees does Taylor & Morgan Wealth Management, LLC have?
Taylor & Morgan Wealth Management, LLC reports 8 employees.
Where is Taylor & Morgan Wealth Management, LLC located?
Taylor & Morgan Wealth Management, LLC is based in Troy, MI and has been SEC-registered since 2018.
Does Taylor & Morgan Wealth Management, LLC disclose fund performance?
Taylor & Morgan 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 | 3150 Livernois Rd., Suite 175, Troy, MI 48083 |
| Phone | 248-688-9399 |
| Fax | 248.688.9397 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$512.5M▲ 57%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$512.5Mregulatory AUM
Discretionary $469.8MNon-discretionary $42.7M