TAYLOR STRATEGIC WEALTH MANAGEMENT, LLC
TAYLOR STRATEGIC WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 323492). Regulatory assets under management: $17.0M.
Registration
- CRD: 323492
- SEC file number: 801-126769
- Type: Registered investment adviser
- Phone: 310-245-3668
- Latest filing: 2026-03-13
- Regulatory AUM: $17.0M
- Discretionary AUM: $6.2M
- Non-discretionary AUM: $10.8M
- Clients: 1
- Accounts: 60
Business model
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| Taylor Allen | MANGING MEMBER AND CHIEF COMPLIANCE OFFICER | Greer, SC |
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