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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 4, 2025
- Branch Offices
- 3
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, WILLIAM, WADE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, WILLIAM, WADE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, WILLIAM, WADE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, WILLIAM, WADE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, WILLIAM, WADE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, WILLIAM, WADE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, WILLIAM, WADE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, WILLIAM, WADE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, WILLIAM, WADE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, WILLIAM, WADE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, WILLIAM, WADE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| TAYLOR, WILLIAM, WADE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jun 4, 2025 REGISTERED
Notice Filings (1)
TX
Address
2346 VICTORY PARK LANEDALLAS, TX 75219
United States
Phone: 972-833-2684