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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERNSTEIN, DANIEL, ADAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOFFMAN, GABRIEL, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOFFMAN, GABRIEL, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOFFMAN, GABRIEL, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOFFMAN, GABRIEL, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOFFMAN, GABRIEL, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOFFMAN, GABRIEL, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOFFMAN, GABRIEL, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOFFMAN, GABRIEL, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOFFMAN, GABRIEL, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOFFMAN, GABRIEL, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOFFMAN, GABRIEL, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOFFMAN, GABRIEL, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Rutherford, Sean, Thomas | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Rutherford, Sean, Thomas | I | CHIEF FINANCIAL OFFICER | NA | Control |
| TAYLOR, BRANDON, CHRISTOPHER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| TAYLOR, BRANDON, CHRISTOPHER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| TAYLOR, BRANDON, CHRISTOPHER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| TAYLOR, BRANDON, CHRISTOPHER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| TAYLOR, BRANDON, CHRISTOPHER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| TAYLOR, BRANDON, CHRISTOPHER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| TAYLOR, BRANDON, CHRISTOPHER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| TAYLOR, BRANDON, CHRISTOPHER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| TAYLOR, BRANDON, CHRISTOPHER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| TAYLOR, BRANDON, CHRISTOPHER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| TAYLOR, BRANDON, CHRISTOPHER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| TAYLOR, BRANDON, CHRISTOPHER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| INTERIM HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| TAYLOR HOFFMAN, INC. | DE | MEMBER | E | Control |
| TAYLOR HOFFMAN, INC. | DE | MEMBER | E | Control |
| TAYLOR HOFFMAN, INC. | DE | MEMBER | E | Control |
| TAYLOR HOFFMAN, INC. | DE | MEMBER | E | Control |
| TAYLOR HOFFMAN, INC. | DE | MEMBER | E | Control |
| TAYLOR HOFFMAN, INC. | DE | MEMBER | E | Control |
| TAYLOR HOFFMAN, INC. | DE | MEMBER | E | Control |
| TAYLOR HOFFMAN, INC. | DE | MEMBER | E | Control |
| TAYLOR HOFFMAN, INC. | DE | MEMBER | E | Control |
| TAYLOR HOFFMAN, INC. | DE | MEMBER | E | Control |
| TAYLOR HOFFMAN, INC. | DE | MEMBER | E | Control |
| TAYLOR HOFFMAN, INC. | DE | MEMBER | E | Control |
| TAYLOR, BRANDON, CHRISTOPHER | I | MANAGING MEMBER | E | Control |
| TAYLOR, BRANDON, CHRISTOPHER | I | MANAGING MEMBER | E | Control |
| TAYLOR, BRANDON, CHRISTOPHER | I | MANAGING MEMBER | E | Control |
| TAYLOR, BRANDON, CHRISTOPHER | I | MANAGING MEMBER | E | Control |
| TAYLOR, BRANDON, CHRISTOPHER | I | MANAGING MEMBER | E | Control |
| HOFFMAN, GABRIEL, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER AND MEMBER | A | Control |
| HOFFMAN, GABRIEL, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER AND MEMBER | A | Control |
| HOFFMAN, GABRIEL, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER AND MEMBER | A | Control |
| HOFFMAN, GABRIEL, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER AND MEMBER | A | Control |
| HOFFMAN, GABRIEL, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER AND MEMBER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| TAYLOR, BRANDON, CHRISTOPHER | I | TAYLOR HOFFMAN, INC. | E | Control |
| TAYLOR, BRANDON, CHRISTOPHER | I | TAYLOR HOFFMAN, INC. | E | Control |
| TAYLOR, BRANDON, CHRISTOPHER | I | TAYLOR HOFFMAN, INC. | E | Control |
| TAYLOR, BRANDON, CHRISTOPHER | I | TAYLOR HOFFMAN, INC. | E | Control |
| TAYLOR, BRANDON, CHRISTOPHER | I | TAYLOR HOFFMAN, INC. | E | Control |
| TAYLOR, BRANDON, CHRISTOPHER | I | TAYLOR HOFFMAN, INC. | E | Control |
| TAYLOR, BRANDON, CHRISTOPHER | I | TAYLOR HOFFMAN, INC. | E | Control |
| TAYLOR, BRANDON, CHRISTOPHER | I | TAYLOR HOFFMAN, INC. | E | Control |
| TAYLOR, BRANDON, CHRISTOPHER | I | TAYLOR HOFFMAN, INC. | E | Control |
| TAYLOR, BRANDON, CHRISTOPHER | I | TAYLOR HOFFMAN, INC. | E | Control |
| TAYLOR, BRANDON, CHRISTOPHER | I | TAYLOR HOFFMAN, INC. | E | Control |
| TAYLOR, BRANDON, CHRISTOPHER | I | TAYLOR HOFFMAN, INC. | E | Control |
Registrations
Federal
IA
Mar 30, 2024 REGISTERED
Notice Filings (5)
NC SC TN TX VA
Address
1021 EAST CARY STREETSUITE 2100
RICHMOND, VA 23219
United States
Phone: (804) 964-2500