Plagens & Taylor Wealth Management
Plagens & Taylor Wealth Management is an SEC-registered mass-market adviser in San Angelo, TX with $318.3M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Plagens & Taylor Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 335178, SEC 801-132268, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $318.3M (2026-03-26)
- Firm type
- Mass-Market Adviser
- Location
- San Angelo, TX
- Employees
- 6
- Clients
- 389
- CRD
- 335178
- Ownership
- Taylor, Rusty, Joe; PLAGENS, SPENCER, JUDSON
How much AUM does Plagens & Taylor Wealth Management have?
Plagens & Taylor Wealth Management reported $318.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Plagens & Taylor Wealth Management?
Disclosed owners and executives of Plagens & Taylor Wealth Management include Taylor, Rusty, Joe, PLAGENS, SPENCER, JUDSON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.