Taylor Wealth Management, LLC
● SEC registered since 2021CRD 132955SEC# 801-120779Torrance, CA
Reg. AUM
$170.5M
Employees
1
Accounts
226
Location
Torrance, CA
Taylor Wealth Management, LLC assets under management
Taylor Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Torrance, CA. The firm has been registered since 2021. It reports $170.5 million in regulatory assets under management and employs 1 people.
Taylor Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Douglas Edward Taylor Control | Managing Member/Chief Compliance Officer | Over 75% | 2004 |
Frequently asked questions
How much does Taylor Wealth Management, LLC manage?
Taylor Wealth Management, LLC reports $170.5 million in regulatory assets under management on its Form ADV.
How many employees does Taylor Wealth Management, LLC have?
Taylor Wealth Management, LLC reports 1 employees.
Where is Taylor Wealth Management, LLC located?
Taylor Wealth Management, LLC is based in Torrance, CA and has been SEC-registered since 2021.
Does Taylor Wealth Management, LLC disclose fund performance?
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 | 3655 Torrance Blvd., Suite 347, Torrance, CA 90503 |
| Phone | 310-540-8000 |
| Office hours | By Appointment Only |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$170.5M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$170.5Mregulatory AUM
Discretionary $10.6MNon-discretionary $159.9M