Taylor Wealth Management, LLC
Taylor Wealth Management, LLC is an SEC-registered wealth manager in Torrance, CA with $170.5M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Taylor Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 132955, SEC 801-120779, data through 2026-02-11.
- AUM (assets under management / regulatory AUM)
- $170.5M (2026-02-11)
- Firm type
- Wealth Manager
- Location
- Torrance, CA
- Employees
- 1
- Clients
- 63
- CRD
- 132955
- Ownership
- TAYLOR, DOUGLAS, EDWARD
How much AUM does Taylor Wealth Management, LLC have?
Taylor Wealth Management, LLC reported $170.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-11).
Who owns Taylor Wealth Management, LLC?
Disclosed owners and executives of Taylor Wealth Management, LLC include TAYLOR, DOUGLAS, EDWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.