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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 4, 2022
- Branch Offices
- 1
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, HUGH, RUSSELL | I | CCO | E | Control |
| TAYLOR, HUGH, RUSSELL | I | MANAGING PARTNER AND CCO | E | Control |
| TAYLOR, HUGH, RUSSELL | I | MANAGING PARTNER AND CCO | E | Control |
| TAYLOR, HUGH, RUSSELL | I | MANAGING PARTNER AND CCO | E | Control |
| TAYLOR, HUGH, RUSSELL | I | MANAGING PARTNER AND CCO | E | Control |
| TAYLOR, HUGH, RUSSELL | I | MANAGING PARTNER AND CCO | E | Control |
| TAYLOR, HUGH, RUSSELL | I | MANAGING PARTNER AND CCO | E | Control |
| TAYLOR, HUGH, RUSSELL | I | MANAGING PARTNER AND CCO | E | Control |
| TAYLOR, HUGH, RUSSELL | I | MANAGING PARTNER AND CCO | D | Control |
| TAYLOR, HUGH, RUSSELL | I | MANAGING PARTNER AND CCO | D | Control |
| TAYLOR, HUGH, RUSSELL | I | MANAGING PARTNER AND CCO | D | Control |
| TAYLOR, HUGH, RUSSELL | I | MANAGING PARTNER AND CCO | D | Control |
| TAYLOR, HUGH, RUSSELL | I | MANAGING PARTNER AND CCO | D | Control |
| TAYLOR, HUGH, RUSSELL | I | MANAGING PARTNER AND CCO | D | Control |
| TAYLOR, HUGH, RUSSELL | I | MANAGING PARTNER AND CCO | D | Control |
| FRANKS, LISA, M | I | PARTNER | C | Control |
| FRANKS, LISA, M | I | PARTNER | C | Control |
| FRANKS, LISA, M | I | PARTNER | C | Control |
| FRANKS, LISA, M | I | PARTNER | C | Control |
| GOLDMAN, JOSHUA, DANIEL | I | PARTNER | C | Control |
| GOLDMAN, JOSHUA, DANIEL | I | PARTNER | C | Control |
| GOLDMAN, JOSHUA, DANIEL | I | PARTNER | C | Control |
| GOLDMAN, JOSHUA, DANIEL | I | PARTNER | C | Control |
| GOLDMAN, JOSHUA, DANIEL | I | PARTNER | C | Control |
| GOLDMAN, JOSHUA, DANIEL | I | PARTNER | C | Control |
| GOLDMAN, JOSHUA, DANIEL | I | PARTNER | C | Control |
| TAYLOR, HUGH, RUSSELL | I | MANAGING PARTNER AND CCO | C | Control |
| TAYLOR, HUGH, RUSSELL | I | MANAGING PARTNER AND CCO | C | Control |
| TAYLOR, HUGH, RUSSELL | I | MANAGING PARTNER AND CCO | C | Control |
| TAYLOR, HUGH, RUSSELL | I | MANAGING PARTNER AND CCO | C | Control |
| TAYLOR, HUGH, RUSSELL | I | MANAGING PARTNER AND CCO | C | Control |
| BURNS, CHRISTOPHER, EVANS | I | PARTNER | B | Control |
| BURNS, CHRISTOPHER, EVANS | I | PARTNER | B | Control |
| BURNS, CHRISTOPHER, EVANS | I | PARTNER | B | Control |
| BURNS, CHRISTOPHER, EVANS | I | PARTNER | B | Control |
| BURNS, CHRISTOPHER, EVANS | I | PARTNER | B | Control |
| BURNS, CHRISTOPHER, EVANS | I | PARTNER | B | Control |
| FRANKS, LISA, M | I | PARTNER | B | Control |
| FRANKS, LISA, M | I | PARTNER | B | Control |
| FRANKS, LISA, M | I | PARTNER | B | Control |
| FRANKS, LISA, M | I | PARTNER | B | Control |
| FRANKS, LISA, M | I | PARTNER | B | Control |
| FRANKS, LISA, M | I | PARTNER | B | Control |
| GOLDMAN, JOSHUA, DANIEL | I | PARTNER | B | Control |
| GOLDMAN, JOSHUA, DANIEL | I | PARTNER | B | Control |
| GOLDMAN, JOSHUA, DANIEL | I | PARTNER | B | Control |
| GOLDMAN, JOSHUA, DANIEL | I | PARTNER | B | Control |
| GOLDMAN, JOSHUA, DANIEL | I | PARTNER | B | Control |
| GOLDMAN, JOSHUA, DANIEL | I | PARTNER | B | Control |
| GOLDMAN, JOSHUA, DANIEL | I | PARTNER | B | Control |
| NEIDHARDT, KYLE, J | I | PARTNER | B | Control |
| NEIDHARDT, KYLE, J | I | PARTNER | B | Control |
| NEIDHARDT, KYLE, J | I | PARTNER | B | Control |
| NEIDHARDT, KYLE, J | I | PARTNER | B | Control |
| NEIDHARDT, KYLE, J | I | PARTNER | B | Control |
| NEIDHARDT, KYLE, J | I | PARTNER | B | Control |
| NEIDHARDT, KYLE, JAMES | I | PARTNER | B | Control |
| NEIDHARDT, KYLE, JAMES | I | PARTNER | B | Control |
Registrations
Federal
IA
Feb 4, 2022 REGISTERED
Notice Filings (28)
AK AL AZ CA CO CT FL GA IL LA MA MD ME MN NC NH NJ NY OH PA RI SC TN TX UT VA VT WA
Address
50 FEDERAL STREETBOSTON, MA 02110-1285
United States
Phone: 617-357-4600