$170.5M Total AUM
$10.6M Disc. AUM
14.8% 3Y CAGR
1 Employees
63 ADV. Clients
21 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-13-2005
- Office Locations
- 1
Office Locations
3655 Torrance Blvd. Suite 347 Torrance CA
About Taylor Wealth Management, LLC
Taylor Wealth Management is a Torrance, CA advisory firm focused on ongoing, client-centered financial planning for individuals and families, including tax, legacy and insurance planning. Led by managing member/CCO Douglas Edward Taylor, the firm primarily implements portfolios through public funds and ETFs, custodied with Altruist, and maintains a BrokerCheck profile.
Team overview
63 AVG AGE
$170.5M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
21.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
DOUGLAS EDWARD TAYLOR
Chief Compliance Officer, Managing Member
- CRD
- #4700387
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,633,076 | $664,567 |
| Non-Discretionary | $159,903,862 | $761,447 |
| Total | $170,536,938 | $754,588 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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