PLAGENS & TAYLOR WEALTH MANAGEMENT, LLC
Legal name: PLAGENS & TAYLOR WEALTH MANAGEMENT
CRD #335178 SEC #801-132268 SAN ANGELO, TX 325-486-8600
SEC Registered
Total AUM
$278.6M
Discretionary
$278.6M
Employees
6
Clients
--
Accounts
758
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 18, 2025
- 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 |
|---|---|---|---|---|
| PLAGENS, SPENCER, JUDSON | I | MANAGER & CHIEF COMPLIANCE OFFICER | D | Control |
| PLAGENS, SPENCER, JUDSON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| PLAGENS, SPENCER, JUDSON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| PLAGENS, SPENCER, JUDSON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| PLAGENS, SPENCER, JUDSON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| PLAGENS, SPENCER, JUDSON | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| Taylor, Rusty, Joe | I | MANAGER | C | Control |
| Taylor, Rusty, Joe | I | MANAGING MEMBER | C | Control |
| Taylor, Rusty, Joe | I | MANAGING MEMBER | C | Control |
| Taylor, Rusty, Joe | I | MANAGING MEMBER | C | Control |
| Taylor, Rusty, Joe | I | MANAGING MEMBER | C | Control |
| Taylor, Rusty, Joe | I | MANAGING MEMBER | C | Control |
Registrations
Federal
IA
Jun 18, 2025 REGISTERED
Notice Filings (1)
TX
Address
517 W. TWOHIG AVENUESAN ANGELO, TX 76903
United States
Phone: 325-486-8600