# TAYLOR & MORGAN WEALTH MANAGEMENT, LLC

TAYLOR & MORGAN WEALTH MANAGEMENT, LLC of TROY, MI is an SEC-registered investment adviser.

## Registration

- CRD: 156177
- Type: SEC-registered investment adviser
- SEC file number: 801-113195
- Location: 3150 LIVERNOIS RD., SUITE 175, TROY, MI, 48083
- Phone: 248-688-9399
- Latest filing: 2026-03-09
- Regulatory AUM: $512.5M
- Discretionary AUM: $469.8M
- Non-discretionary AUM: $42.7M
- Clients: 8
- Accounts: 1,049

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Robert Thomas Taylor | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | Charlotte, NC |
| Taylor Goodwin Thomas | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/156177/brochure
- Similar advisers: https://search.stillhousedata.com/firm/156177/similar
- Related entities: https://search.stillhousedata.com/firm/156177/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/156177

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.