TAYLOR WEALTH MANAGEMENT PARTNERS LLC
Legal name: TAYLOR WEALTH MANAGEMENT PARTNERS
CRD #170457 SEC #801-79185 BOSTON, MA 617-357-4600
SEC Registered
Total AUM
$347.3M
Discretionary
$347.3M
Employees
5
Clients
--
Accounts
456
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2022 | $347.3M | $347.3M | $0 | 5 | 0 |
| Jan 2022 | $347.3M | $347.3M | $0 | 5 | 0 |
| Jan 2022 | $306.5M | $306.5M | $0 | 5 | 0 |
| Oct 2021 | $306.5M | $306.5M | $0 | 5 | 0 |
| Mar 2021 | $306.5M | $306.5M | $0 | 5 | 0 |
| Jun 2020 | $281.9M | $281.9M | $0 | 5 | 0 |
| Apr 2020 | $281.9M | $281.9M | $0 | 5 | 0 |
| Jul 2019 | $231.2M | $231.2M | $0 | 6 | 0 |
| Mar 2019 | $231.2M | $231.2M | $0 | 6 | 0 |
| Apr 2018 | $260.3M | $260.3M | $0 | 6 | 0 |
| Mar 2018 | $260.3M | $260.3M | $0 | 6 | 0 |
| Mar 2017 | $228.5M | $228.5M | $0 | 8 | 100 |
| Mar 2016 | $271.5M | $271.5M | $0 | 8 | 100 |
| Jan 2015 | $319M | $319M | $0 | 7 | 300 |
| Dec 2014 | $313.9M | $313.9M | $0 | 9 | 300 |
| Aug 2014 | $327.9M | $327.9M | $0 | 9 | 26 |
| Jun 2014 | $324.4M | $324.4M | $0 | 9 | 26 |
| Jun 2014 | $324.4M | $324.4M | $0 | 9 | 26 |
| Feb 2014 | $0 | $0 | $0 | 9 | 0 |
| Feb 2014 | $0 | $0 | $0 | 9 | 0 |
DateFeb 2022
Total AUM$347.3M
Discretionary$347.3M
Non-Disc.$0
Employees5
Clients0
DateJan 2022
Total AUM$347.3M
Discretionary$347.3M
Non-Disc.$0
Employees5
Clients0
DateJan 2022
Total AUM$306.5M
Discretionary$306.5M
Non-Disc.$0
Employees5
Clients0
DateOct 2021
Total AUM$306.5M
Discretionary$306.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$306.5M
Discretionary$306.5M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$281.9M
Discretionary$281.9M
Non-Disc.$0
Employees5
Clients0
DateApr 2020
Total AUM$281.9M
Discretionary$281.9M
Non-Disc.$0
Employees5
Clients0
DateJul 2019
Total AUM$231.2M
Discretionary$231.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$231.2M
Discretionary$231.2M
Non-Disc.$0
Employees6
Clients0
DateApr 2018
Total AUM$260.3M
Discretionary$260.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$260.3M
Discretionary$260.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2017
Total AUM$228.5M
Discretionary$228.5M
Non-Disc.$0
Employees8
Clients100
DateMar 2016
Total AUM$271.5M
Discretionary$271.5M
Non-Disc.$0
Employees8
Clients100
DateJan 2015
Total AUM$319M
Discretionary$319M
Non-Disc.$0
Employees7
Clients300
DateDec 2014
Total AUM$313.9M
Discretionary$313.9M
Non-Disc.$0
Employees9
Clients300
DateAug 2014
Total AUM$327.9M
Discretionary$327.9M
Non-Disc.$0
Employees9
Clients26
DateJun 2014
Total AUM$324.4M
Discretionary$324.4M
Non-Disc.$0
Employees9
Clients26
DateJun 2014
Total AUM$324.4M
Discretionary$324.4M
Non-Disc.$0
Employees9
Clients26
DateFeb 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateFeb 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0