$254.6M Total AUM
$254.6M Disc. AUM
25.8% 3Y CAGR
5 Employees
96 ADV. Clients
5 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- FusionLegacy
- Established Date
- 10-15-2020
- Office Locations
- 1
Office Locations
2346 Victory Park Lane Dallas TX
About Hartmann Taylor Wealth Management, LLC
Hartmann Taylor Wealth Management is a Dallas-based RIA providing wealth management, financial planning, and discretionary investment management, with additional support around tax/compliance oversight, trusts and entities, philanthropy/DAFs, and real estate decisions. The firm serves entrepreneurs and other high-net-worth families and implements portfolios largely with ETFs, custodied at Schwab.
Team overview
-- AVG AGE
$254.6M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
5.7 yrs AVG TENURE
5 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Full visibility includes strategy notes for delta alpha timber.
Unlock to compare peer behavior around insight catalyst.
See the complete signal summary connected to legacy.
Unlock to see real insight on signal north.
Unlock to see real insight on glacier optima.
Upgrade to reveal position-level detail across signal summit.
See the complete signal summary connected to insight.
See the complete signal summary connected to beacon fusion.
Asset Classes
Atlas eagle Horizon Vector Matrix Capital harbor
Client Personas
Beacon
Custodian
Catalyst horizon
Investment Themes
Ridge delta Legacy Radial matrix
Investment Vehicles
Crest
Platform
Oak
Services
Timber Delta Bridge ember Vector horizon Unison Foundation alpha Focus Insight matrix
Technology
Meridian Eagle glacier
Owner & Executives
W
WILLIAM WADE TAYLOR
Chief Compliance Officer, Managing Member
- CRD
- #2821259
- Ownership
- 75% or more
(468) 328-5001
glacier.oak@primecapital.com
in linkedin.com/in/momentum-vector
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $254,594,875 | $530,406 |
| Non-Discretionary | $0 | -- |
| Total | $254,594,875 | $530,406 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $254,594,875
Equity - Exchange:
19.8% Public Funds:
10.5% Other:
22.3% Cash:
12.7% Derivatives:
16.3% Equity - OTC:
11.2% Private Funds:
7.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $815,654,783 | 19.8% |
| Public Funds | $432,544,203 | 10.5% |
| Other | $918,641,498 | 22.3% |
| Cash | $523,172,512 | 12.7% |
| Derivatives | $671,473,382 | 16.3% |
| Equity - OTC | $461,380,483 | 11.2% |
| Private Funds | $296,601,738 | 7.2% |
| Total | $4,119,468,599 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ZENITH MOMENTUM QUANTUM | EAGLE NORTH | 6E45REZ2Y | DAQ | 11.78% | $23,979,131 |
| PEAK ALPHA CATALYST | INSIGHT WAVE | YN0LEW138 | ATNX | 11.96% | $99,404,022 |
| MERIDIAN VECTOR VALUE | FOUNDATION UNISON | 6NBL39DRE | PDUU | 9.13% | $29,100,593 |
| ATLAS ATLAS | PIONEER BEACON | WAW3N2597 | FNL | 1.61% | $113,413,342 |
| PIONEER BEACON NORTH | GLACIER CREST | GY5XXIQRA | GCURM | 3.57% | $94,031,162 |
| CAPITAL RIDGE QUANTUM | ATLAS QUANTUM | NID6L5J2V | UIPH | 8.40% | $17,560,041 |
| SUMMIT EAGLE ZENITH | UNISON UNISON | 7XQTN5FOE | CBBC | 11.13% | $82,194,238 |
| HARBOR VITAL VERTEX | MERIDIAN BRIDGE | CMC0RXUXD | LDF | 1.95% | $34,854,413 |