TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC
CRD #289729 SEC #801-111901 RICHMOND, VA (804) 964-2500
SEC Registered
Total AUM
$304.3M
Discretionary
$231.8M
Employees
5
Clients
251
Accounts
787
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $304.3M | $231.8M | $72.5M | 5 | 0 |
| Mar 2023 | $295.5M | $223.1M | $72.4M | 5 | 0 |
| Mar 2022 | $324.9M | $238.5M | $86.4M | 6 | 0 |
| Nov 2021 | $278.1M | $186.2M | $91.9M | 7 | 0 |
| Mar 2021 | $278.1M | $186.2M | $91.9M | 7 | 0 |
| Sep 2020 | $238.7M | $150.7M | $88.1M | 5 | 0 |
| Jun 2020 | $238.7M | $150.7M | $88.1M | 5 | 0 |
| Jun 2020 | $238.7M | $150.7M | $88.1M | 5 | 0 |
| Apr 2020 | $238.7M | $150.7M | $88.1M | 5 | 0 |
| Apr 2020 | $238.7M | $150.7M | $88.1M | 5 | 0 |
| Mar 2020 | $238.7M | $150.7M | $88.1M | 5 | 0 |
| Nov 2019 | $184.1M | $94.7M | $89.5M | 5 | 0 |
| Feb 2019 | $184.1M | $94.7M | $89.5M | 5 | 0 |
| Apr 2018 | $177.5M | $78.1M | $99.4M | 3 | 0 |
| Feb 2018 | $177.5M | $78.1M | $99.4M | 3 | 0 |
| Feb 2018 | $177.5M | $78.1M | $99.4M | 3 | 0 |
| Oct 2017 | $0 | $0 | $0 | 2 | 0 |
| Sep 2017 | $0 | $0 | $0 | 1 | 0 |
DateMar 2024
Total AUM$304.3M
Discretionary$231.8M
Non-Disc.$72.5M
Employees5
Clients0
DateMar 2023
Total AUM$295.5M
Discretionary$223.1M
Non-Disc.$72.4M
Employees5
Clients0
DateMar 2022
Total AUM$324.9M
Discretionary$238.5M
Non-Disc.$86.4M
Employees6
Clients0
DateNov 2021
Total AUM$278.1M
Discretionary$186.2M
Non-Disc.$91.9M
Employees7
Clients0
DateMar 2021
Total AUM$278.1M
Discretionary$186.2M
Non-Disc.$91.9M
Employees7
Clients0
DateSep 2020
Total AUM$238.7M
Discretionary$150.7M
Non-Disc.$88.1M
Employees5
Clients0
DateJun 2020
Total AUM$238.7M
Discretionary$150.7M
Non-Disc.$88.1M
Employees5
Clients0
DateJun 2020
Total AUM$238.7M
Discretionary$150.7M
Non-Disc.$88.1M
Employees5
Clients0
DateApr 2020
Total AUM$238.7M
Discretionary$150.7M
Non-Disc.$88.1M
Employees5
Clients0
DateApr 2020
Total AUM$238.7M
Discretionary$150.7M
Non-Disc.$88.1M
Employees5
Clients0
DateMar 2020
Total AUM$238.7M
Discretionary$150.7M
Non-Disc.$88.1M
Employees5
Clients0
DateNov 2019
Total AUM$184.1M
Discretionary$94.7M
Non-Disc.$89.5M
Employees5
Clients0
DateFeb 2019
Total AUM$184.1M
Discretionary$94.7M
Non-Disc.$89.5M
Employees5
Clients0
DateApr 2018
Total AUM$177.5M
Discretionary$78.1M
Non-Disc.$99.4M
Employees3
Clients0
DateFeb 2018
Total AUM$177.5M
Discretionary$78.1M
Non-Disc.$99.4M
Employees3
Clients0
DateFeb 2018
Total AUM$177.5M
Discretionary$78.1M
Non-Disc.$99.4M
Employees3
Clients0
DateOct 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0