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$5.7M Total AUM
$5.7M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
1 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-25-2025
- Office Locations
- 1
Office Locations
-- Tomball TX
About Taylor Williams Private Wealth Management LLC
Taylor Williams Private Wealth Management LLC is a Tomball-based RIA. The firm has been operating for 1 years. Managing $5.7M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$5.7M AVG AUM / ADVISOR
$633.3K AVG AUM / CLIENT
1.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
SHAUN MARSHALL TAYLOR
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #5068549
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,699,999 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,699,999 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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