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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 132955 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search