TORRANCE, CACRD 132955Latest ADV February 11, 2026
Taylor Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Torrance, CA. Its latest Form ADV filing, dated February 11, 2026, reports $171M in regulatory assets under management, 1 employee, and 226 accounts.
Assets Under Management
$171M
Employees
1
Offices
--
Total Clients
63
Primary office
TORRANCE, CA
3655 TORRANCE BLVD., SUITE 347, TORRANCE, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 73.0% of total clients.
Top client categories% of clientsClients
1
HNWI
73.0%
46
2
Individuals
27.0%
17
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$171Mas of February 11, 2026
Discretionary6.2%
$11M
6% of total RAUM6.2%
Non-discretionary93.8%
$160M
94% of total RAUM93.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$171M
Total Accounts226
10Y AUM Change+$62M (+57.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee63:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.