# TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC

TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC of RICHMOND, VA is an SEC-registered investment adviser.

## Registration

- CRD: 289729
- Type: SEC-registered investment adviser
- SEC file number: 801-111901
- Location: 1021 EAST CARY STREET, SUITE 2100, RICHMOND, VA, 23219
- Phone: (804) 964-2500
- Latest filing: 2024-03-30
- Regulatory AUM: $304.3M
- Discretionary AUM: $231.8M
- Non-discretionary AUM: $72.5M
- Clients: 5
- Accounts: 787

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| BERNSTEIN DANIEL ADAM | CHIEF COMPLIANCE OFFICER | — |
| TAYLOR BRANDON CHRISTOPHER | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER; SHAREHOLDER | — |
| HOFFMAN GABRIEL CHRISTOPHER | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND MEMBER | — |
| Rutherford Sean Thomas | CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289729/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289729/similar
- Related entities: https://search.stillhousedata.com/firm/289729/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289729

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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.