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Taylor Wealth Management, LLC
Filed as TAYLOR WEALTH MANAGEMENT, LLC
Taylor Wealth Management, LLC is an SEC-registered investment advisory firm in Torrance, CA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 11, 2026.
Quick answers
From the filingHow is Taylor Wealth Management, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Taylor Wealth Management, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).
How much does Taylor Wealth Management, LLC charge?
Its Form ADV Part 2A brochure dated February 11, 2026 states: Hourly rate: $500 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Taylor Wealth Management, LLC located?
Taylor Wealth Management, LLC's principal office is in Torrance, CA, according to its Form ADV.
Is Taylor Wealth Management, LLC registered with the SEC or a state?
Taylor Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 132955.
How much does Taylor Wealth Management, LLC manage?
Taylor Wealth Management, LLC reports $170,536,938 in regulatory assets under management in its Form ADV filing dated February 11, 2026 (6% discretionary).
How have Taylor Wealth Management, LLC's assets and staff changed since 2021?
In the Form ADV data for Taylor Wealth Management, LLC: Regulatory assets under management: $108,312,681 in the October 2021 data and $170,536,938 in the October 2026 data, up 57%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Taylor Wealth Management, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (46); individuals (other than high net worth individuals) (17).
Which custodians does Taylor Wealth Management, LLC use?
Taylor Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC as a custodian holding 10% or more of its separately managed account assets.
Does Taylor Wealth Management, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/132955
What changed in Taylor Wealth Management, LLC's recent Form ADV filings?
In the March 2026 filing data: Regulatory assets under management went from $150,735,290 to $170,536,938 (+13%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AMinimum annual fee: $3,000
The brochure's wording
TWM shall impose a minimum annual fee of $ 3,000 for its investment and wealth management services. This minimum fee can have the effect of making TWM’s service impractical for certain clients, particularly those with smaller portfolios.
TWM, in its sole discretion, may waive its minimum annual fee based upon certain criteria including anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, pre-existing client, account retention, and pro bono activities.
Hourly rate: $500 an hour (financial planning services)
The brochure's wording
Unless otherwise included in its wealth management services, TWM may charge an hourly fee for financial planning services. These fees are negotiable, but are generally $ 500 per hour.
As stated in the firm's Form ADV Part 2A brochure dated February 11, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$170,536,938 as of October 2026, filing dated February 11, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (5 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $170,536,938 | 1 | February 11, 2026 |
| October 2025 | $150,735,290 | 1 | March 4, 2025 |
| October 2024 | $131,036,039 | 1 | March 14, 2024 |
| October 2023 | $115,454,535 | 1 | March 27, 2023 |
| October 2022 | $128,772,708 | 1 | March 21, 2022 |
| October 2021 | $108,312,681 | 1 | March 12, 2021 |
Regulatory assets under management: $108,312,681 in the October 2021 data and $170,536,938 in the October 2026 data, up 57%.
Total employees: 1 in October 2021 and 1 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Regulatory assets under management went from $150,735,290 to $170,536,938 (+13%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Taylor Wealth Management, LLC (CRD 132955): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/taylor-wealth-management-llc-torrance-ca-132955