TAYLOR WEALTH MANAGEMENT, LLC
TAYLOR WEALTH MANAGEMENT, LLC of TORRANCE, CA is an SEC-registered investment adviser (CRD 132955). Regulatory assets under management: $170.5M.
Registration
- CRD: 132955
- SEC file number: 801-120779
- Type: Registered investment adviser
- Location: 3655 TORRANCE BLVD., SUITE 347, TORRANCE, CA, 90503
- Phone: 310-540-8000
- Latest filing: 2026-02-11
- Regulatory AUM: $170.5M
- Discretionary AUM: $10.6M
- Non-discretionary AUM: $159.9M
- Clients: 1
- Accounts: 226
Business model
Compensation: Hourly, Fixed.
Clients served: Individuals, High net worth.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Douglas Edward Taylor | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| TAYLOR DOUGLAS EDWARD | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
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