TAYLOR & MORGAN WEALTH MANAGEMENT, LLC
Legal name: TAYLOR & MORGAN ASSET MANAGEMENT, LLC
CRD #156177 SEC #801-113195 TROY, MI 248-688-9399
SEC Registered
Total AUM
$327M
Discretionary
$327M
Employees
7
Clients
51
Accounts
995
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $327M | $327M | $0 | 8 | 0 |
| Dec 2025 | $327M | $327M | $0 | 8 | 0 |
| Dec 2025 | $327M | $327M | $0 | 7 | 0 |
| Oct 2025 | $327M | $327M | $0 | 7 | 0 |
| Sep 2025 | $327M | $327M | $0 | 7 | 0 |
| Jan 2025 | $327M | $327M | $0 | 7 | 0 |
| Jan 2024 | $277.5M | $277.5M | $0 | 7 | 0 |
| Jan 2024 | $223.1M | $223.1M | $0 | 7 | 0 |
| Nov 2023 | $223.1M | $223.1M | $0 | 7 | 0 |
| Sep 2023 | $223.1M | $223.1M | $0 | 7 | 0 |
| Sep 2023 | $223.1M | $223.1M | $0 | 8 | 0 |
| Jan 2023 | $223.1M | $223.1M | $0 | 8 | 0 |
| Jan 2023 | $254.1M | $254.1M | $0 | 8 | 0 |
| Apr 2022 | $254.1M | $254.1M | $0 | 8 | 0 |
| Feb 2022 | $254.1M | $254.1M | $0 | 7 | 0 |
| Mar 2021 | $209M | $209M | $0 | 7 | 0 |
| Feb 2021 | $185.8M | $185.8M | $0 | 7 | 0 |
| Nov 2020 | $185.8M | $185.8M | $0 | 7 | 0 |
| Aug 2020 | $185.8M | $185.8M | $0 | 7 | 0 |
| Jun 2020 | $159.4M | $159.4M | $0 | 6 | 0 |
| May 2020 | $159.4M | $159.4M | $0 | 6 | 0 |
| Mar 2020 | $159.4M | $159.4M | $0 | 6 | 0 |
| Feb 2020 | $148.3M | $148.3M | $0 | 6 | 0 |
| Feb 2020 | $148.3M | $148.3M | $0 | 7 | 0 |
| Feb 2020 | $148.3M | $148.3M | $0 | 6 | 0 |
| May 2019 | $148.3M | $148.3M | $0 | 5 | 0 |
| Mar 2019 | $148.3M | $148.3M | $0 | 5 | 0 |
| Feb 2019 | $148.3M | $148.3M | $0 | 5 | 0 |
| Dec 2018 | $119M | $119M | $0 | 5 | 0 |
| Nov 2018 | $119M | $119M | $0 | 6 | 0 |
| May 2018 | $119M | $119M | $0 | 6 | 0 |
| May 2018 | $119M | $119M | $0 | 6 | 0 |
| Apr 2018 | $119M | $119M | $0 | 6 | 0 |
DateDec 2025
Total AUM$327M
Discretionary$327M
Non-Disc.$0
Employees8
Clients0
DateDec 2025
Total AUM$327M
Discretionary$327M
Non-Disc.$0
Employees8
Clients0
DateDec 2025
Total AUM$327M
Discretionary$327M
Non-Disc.$0
Employees7
Clients0
DateOct 2025
Total AUM$327M
Discretionary$327M
Non-Disc.$0
Employees7
Clients0
DateSep 2025
Total AUM$327M
Discretionary$327M
Non-Disc.$0
Employees7
Clients0
DateJan 2025
Total AUM$327M
Discretionary$327M
Non-Disc.$0
Employees7
Clients0
DateJan 2024
Total AUM$277.5M
Discretionary$277.5M
Non-Disc.$0
Employees7
Clients0
DateJan 2024
Total AUM$223.1M
Discretionary$223.1M
Non-Disc.$0
Employees7
Clients0
DateNov 2023
Total AUM$223.1M
Discretionary$223.1M
Non-Disc.$0
Employees7
Clients0
DateSep 2023
Total AUM$223.1M
Discretionary$223.1M
Non-Disc.$0
Employees7
Clients0
DateSep 2023
Total AUM$223.1M
Discretionary$223.1M
Non-Disc.$0
Employees8
Clients0
DateJan 2023
Total AUM$223.1M
Discretionary$223.1M
Non-Disc.$0
Employees8
Clients0
DateJan 2023
Total AUM$254.1M
Discretionary$254.1M
Non-Disc.$0
Employees8
Clients0
DateApr 2022
Total AUM$254.1M
Discretionary$254.1M
Non-Disc.$0
Employees8
Clients0
DateFeb 2022
Total AUM$254.1M
Discretionary$254.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$209M
Discretionary$209M
Non-Disc.$0
Employees7
Clients0
DateFeb 2021
Total AUM$185.8M
Discretionary$185.8M
Non-Disc.$0
Employees7
Clients0
DateNov 2020
Total AUM$185.8M
Discretionary$185.8M
Non-Disc.$0
Employees7
Clients0
DateAug 2020
Total AUM$185.8M
Discretionary$185.8M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$159.4M
Discretionary$159.4M
Non-Disc.$0
Employees6
Clients0
DateMay 2020
Total AUM$159.4M
Discretionary$159.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$159.4M
Discretionary$159.4M
Non-Disc.$0
Employees6
Clients0
DateFeb 2020
Total AUM$148.3M
Discretionary$148.3M
Non-Disc.$0
Employees6
Clients0
DateFeb 2020
Total AUM$148.3M
Discretionary$148.3M
Non-Disc.$0
Employees7
Clients0
DateFeb 2020
Total AUM$148.3M
Discretionary$148.3M
Non-Disc.$0
Employees6
Clients0
DateMay 2019
Total AUM$148.3M
Discretionary$148.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$148.3M
Discretionary$148.3M
Non-Disc.$0
Employees5
Clients0
DateFeb 2019
Total AUM$148.3M
Discretionary$148.3M
Non-Disc.$0
Employees5
Clients0
DateDec 2018
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees5
Clients0
DateNov 2018
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees6
Clients0
DateMay 2018
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees6
Clients0
DateMay 2018
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees6
Clients0
DateApr 2018
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees6
Clients0