TAYLOR WEALTH MANAGEMENT, LLC
CRD #132955 SEC #801-120779 TORRANCE, CA 310-540-8000
SEC Registered
Total AUM
$150.7M
Discretionary
$8.6M
Employees
1
Clients
51
Accounts
218
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $150.7M | $8.6M | $142.2M | 1 | 0 |
| Nov 2024 | $131M | $5.9M | $125.1M | 1 | 5 |
| Mar 2024 | $131M | $5.9M | $125.1M | 1 | 5 |
| Mar 2023 | $115.5M | $4.5M | $110.9M | 1 | 5 |
| Mar 2022 | $128.8M | $5.4M | $123.4M | 1 | 4 |
| Mar 2021 | $108.3M | $4.3M | $104M | 1 | 5 |
| Jun 2012 | $46.7M | $2.1M | $44.6M | 1 | 26 |
| May 2012 | $46.7M | $2.1M | $44.6M | 1 | 26 |
| May 2012 | $46.7M | $2.1M | $44.6M | 1 | 26 |
| Mar 2012 | $46.7M | $2.1M | $44.6M | 1 | 26 |
| Mar 2011 | $45.9M | $0 | $45.9M | 5 | -- |
| Mar 2009 | $36.1M | $0 | $36.1M | 5 | -- |
| Mar 2008 | $43.2M | $0 | $43.2M | 5 | -- |
DateMar 2025
Total AUM$150.7M
Discretionary$8.6M
Non-Disc.$142.2M
Employees1
Clients0
DateNov 2024
Total AUM$131M
Discretionary$5.9M
Non-Disc.$125.1M
Employees1
Clients5
DateMar 2024
Total AUM$131M
Discretionary$5.9M
Non-Disc.$125.1M
Employees1
Clients5
DateMar 2023
Total AUM$115.5M
Discretionary$4.5M
Non-Disc.$110.9M
Employees1
Clients5
DateMar 2022
Total AUM$128.8M
Discretionary$5.4M
Non-Disc.$123.4M
Employees1
Clients4
DateMar 2021
Total AUM$108.3M
Discretionary$4.3M
Non-Disc.$104M
Employees1
Clients5
DateJun 2012
Total AUM$46.7M
Discretionary$2.1M
Non-Disc.$44.6M
Employees1
Clients26
DateMay 2012
Total AUM$46.7M
Discretionary$2.1M
Non-Disc.$44.6M
Employees1
Clients26
DateMay 2012
Total AUM$46.7M
Discretionary$2.1M
Non-Disc.$44.6M
Employees1
Clients26
DateMar 2012
Total AUM$46.7M
Discretionary$2.1M
Non-Disc.$44.6M
Employees1
Clients26
DateMar 2011
Total AUM$45.9M
Discretionary$0
Non-Disc.$45.9M
Employees5
Clients--
DateMar 2009
Total AUM$36.1M
Discretionary$0
Non-Disc.$36.1M
Employees5
Clients--
DateMar 2008
Total AUM$43.2M
Discretionary$0
Non-Disc.$43.2M
Employees5
Clients--