Hartmann Taylor Wealth Management, LLC
Hartmann Taylor Wealth Management, LLC is an SEC-registered wealth manager in Dallas, TX with $254.6M assets under management (AUM, regulatory AUM), +31% over one year. See who owns Hartmann Taylor Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310334, SEC 801-119637, data through 2026-02-25.
- AUM (assets under management / regulatory AUM)
- $254.6M (2026-02-25)
- Firm type
- Wealth Manager
- Location
- Dallas, TX
- Employees
- 5
- Clients
- 96
- CRD
- 310334
- Ownership
- TAYLOR, WILLIAM, WADE
How much AUM does Hartmann Taylor Wealth Management, LLC have?
Hartmann Taylor Wealth Management, LLC reported $254.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-25).
Who owns Hartmann Taylor Wealth Management, LLC?
Disclosed owners and executives of Hartmann Taylor Wealth Management, LLC include TAYLOR, WILLIAM, WADE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.