HARTMANN TAYLOR WEALTH MANAGEMENT, LLC
CRD #310334 SEC #801-119637 DALLAS, TX 972-833-2684
SEC Registered
Total AUM
$194.4M
Discretionary
$194.4M
Employees
1
Clients
0
Accounts
399
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $194.4M | $194.4M | $0 | 1 | 0 |
| Mar 2025 | $194.4M | $194.4M | $0 | 1 | 0 |
| Mar 2024 | $164.9M | $164.9M | $0 | 1 | 0 |
| Mar 2023 | $130.3M | $130.3M | $0 | 1 | 0 |
| May 2022 | $129.2M | $129.2M | $0 | 1 | 0 |
| Mar 2022 | $129.2M | $129.2M | $0 | 1 | 0 |
| Jun 2021 | $108.4M | $108.4M | $0 | 1 | 0 |
| Mar 2021 | $68.7M | $68.7M | $0 | 1 | 0 |
| Feb 2021 | $0 | $0 | $0 | 1 | 0 |
| Oct 2020 | $0 | $0 | $0 | 1 | 0 |
| Sep 2020 | $0 | $0 | $0 | 1 | 0 |
DateJun 2025
Total AUM$194.4M
Discretionary$194.4M
Non-Disc.$0
Employees1
Clients0
DateMar 2025
Total AUM$194.4M
Discretionary$194.4M
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$164.9M
Discretionary$164.9M
Non-Disc.$0
Employees1
Clients0
DateMar 2023
Total AUM$130.3M
Discretionary$130.3M
Non-Disc.$0
Employees1
Clients0
DateMay 2022
Total AUM$129.2M
Discretionary$129.2M
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$129.2M
Discretionary$129.2M
Non-Disc.$0
Employees1
Clients0
DateJun 2021
Total AUM$108.4M
Discretionary$108.4M
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$68.7M
Discretionary$68.7M
Non-Disc.$0
Employees1
Clients0
DateFeb 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0