# PLAGENS & TAYLOR WEALTH MANAGEMENT, LLC

PLAGENS & TAYLOR WEALTH MANAGEMENT, LLC of SAN ANGELO, TX is an SEC-registered investment adviser.

## Registration

- CRD: 335178
- Type: SEC-registered investment adviser
- SEC file number: 801-132268
- Location: 517 W. TWOHIG AVENUE, SAN ANGELO, TX, 76903
- Phone: 325-486-8600
- Latest filing: 2026-03-26
- Regulatory AUM: $318.3M
- Discretionary AUM: $318.3M
- Clients: 6
- Accounts: 389

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Spencer Judson Plagens | MANAGER & CHIEF COMPLIANCE OFFICER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Rusty Joe Taylor | MANAGER; MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/335178/brochure
- Similar advisers: https://search.stillhousedata.com/firm/335178/similar
- Related entities: https://search.stillhousedata.com/firm/335178/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/335178

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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.