TAYLOR & MORGAN WEALTH MANAGEMENT, LLC

TAYLOR & MORGAN WEALTH MANAGEMENT, LLC of TROY, MI is an SEC-registered investment adviser (CRD 156177). Regulatory assets under management: $512.5M.

Registration

• CRD: 156177
• SEC file number: 801-113195
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 156177 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search