# TAYLOR WEALTH MANAGEMENT PARTNERS LLC

TAYLOR WEALTH MANAGEMENT PARTNERS LLC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 170457
- Type: SEC-registered investment adviser
- SEC file number: 801-79185
- Location: 50 FEDERAL STREET, BOSTON, MA, 02110-1285
- Phone: 617-357-4600
- Latest filing: 2022-02-04
- Regulatory AUM: $347.3M
- Discretionary AUM: $347.3M
- Clients: 5
- Accounts: 456

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| TAYLOR JOHN RUSSELL | CCO; MANAGING PARTNER AND CCO | — |
| FRANKS LISA M | PARTNER | — |
| BURNS CHRISTOPHER EVANS | PARTNER | — |
| GOLDMAN JOSHUA DANIEL | PARTNER | — |
| NEIDHARDT KYLE J | PARTNER | — |
| NEIDHARDT KYLE JAMES | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/170457/brochure
- Similar advisers: https://search.stillhousedata.com/firm/170457/similar
- Related entities: https://search.stillhousedata.com/firm/170457/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/170457

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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.