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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 4, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| TAYLOR, DOUGLAS, EDWARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, DOUGLAS, EDWARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, DOUGLAS, EDWARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, DOUGLAS, EDWARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, DOUGLAS, EDWARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, DOUGLAS, EDWARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, DOUGLAS, EDWARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, DOUGLAS, EDWARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, DOUGLAS, EDWARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, DOUGLAS, EDWARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, DOUGLAS, EDWARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, DOUGLAS, EDWARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, DOUGLAS, EDWARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 4, 2025 REGISTERED
Notice Filings (2)
CA TX
Address
3655 TORRANCE BLVD.SUITE 347
TORRANCE, CA 90503
United States
Phone: 310-540-8000