Plagens & Taylor Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Angelo, TX. Its latest Form ADV filing, dated March 26, 2026, reports $318M in regulatory assets under management, 6 employees, and 389 accounts.
Assets Under Management
$318M
Employees
6
Offices
--
Total Clients
389
Primary office
SAN ANGELO, TX
517 W. TWOHIG AVENUE, SAN ANGELO, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.3% of total clients.
Top client categories% of clientsClients
1
Individuals
57.3%
223
2
HNWI
32.6%
127
3
Corporations
5.1%
20
4
401K PLANS
4.6%
18
5
Charitable
0.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$318Mas of March 26, 2026
Discretionary100.0%
$318M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$318M
Total Accounts389
10Y AUM Change+$318M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee65:1
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.