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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 1, 2025
- Branch Offices
- 3
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, ROBERT, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, ROBERT, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, ROBERT, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, ROBERT, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, ROBERT, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, ROBERT, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, ROBERT, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, ROBERT, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, ROBERT, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, ROBERT, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, ROBERT, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, ROBERT, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, ROBERT, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, ROBERT, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, ROBERT, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, ROBERT, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, ROBERT, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, ROBERT, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, ROBERT, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, ROBERT, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, ROBERT, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, ROBERT, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, ROBERT, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, ROBERT, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, ROBERT, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, ROBERT, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, ROBERT, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, ROBERT, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, ROBERT, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, ROBERT, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, ROBERT, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, ROBERT, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, ROBERT, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, ROBERT, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, ROBERT, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Dec 1, 2025 REGISTERED
Notice Filings (9)
FL GA IL MI NC NH OH SC TX
Address
3150 LIVERNOIS RD.SUITE 175
TROY, MI 48083
United States
Phone: 248-688-9399