Taylor Wealth Management provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 51–100 clients last fiscal year.
Taylor Wealth Management reports 63 clients. They include 46 high-net-worth individuals and 17 individual clients. Of its assets, 6.2% ($10.6M across 16 accounts) are managed with discretion; $160M across 210 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 27% | 6% |
| High-net-worth individuals | 73% | 94% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 17 | $10.1M | 5.9% | $592K |
| High-net-worth individuals | 46 | $160M | 94.1% | $3.49M |
| Total | 63 | $171M | 100% | $2.71M |
- Clients
- 17
- Regulatory AUM
- $10.1M
- AUM share
- 5.9%
- Avg. per client
- $592K
- Clients
- 46
- Regulatory AUM
- $160M
- AUM share
- 94.1%
- Avg. per client
- $3.49M
Total
- Clients
- 63
- Regulatory AUM
- $171M
- AUM share
- 100%
- Avg. per client
- $2.71M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Taylor Wealth Management is paid through hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Hourly fee, negotiable but generally $500 per hour; one-half of the estimated fee may be due on signing the written agreement.
Douglas Taylor owns 75% or more of Taylor Wealth Management. The leadership team of Taylor Wealth Management includes Chief Compliance Officer Douglas Taylor. It has 1 employee.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Taylor Wealth Management, LLC
Douglas Taylor
Control person · since May 2004
Taylor Wealth Management’s regulatory assets grew 1.6× from $108M (March 2021) to $171M (February 2026); clients were 63 in both filings and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $171M | 63 | 1 | 1 |
| Mar 2025March 2025 | $151M | 62 | 1 | 1 |
| Mar 2024March 2024 | $131M | 64 | 1 | 1 |
| Mar 2023March 2023 | $115M | 62 | 1 | 1 |
| Mar 2022March 2022 | $129M | 61 | 1 | 1 |
| Mar 2021March 2021 | $108M | 66 | 1 | 1 |
Besides its headquarters, Taylor Wealth Management has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 3655 Torrance BLVD., Suite 347, TorranceHQ
Contact and registration details
- Legal name
- Taylor Wealth Management, LLC
- Headquarters
- 3655 Torrance BLVD., Suite 347, Torrance, CA 90503
- Website
- Not reported
- Phone
- 310-540-8000
- SEC file
- 801-120779
- Structure
- California LLC
- Fiscal year end
- December
Taylor Wealth Management’s named custodian for separately managed accounts is Altruist ($171M). Taylor Wealth Management has custody of $171M for 63 clients.
- AltruistAltruist Financial LLC · Culver City, CA · $171M100%
At year end, Taylor Wealth Management’s separately managed accounts were mostly in funds (93%).
What the accounts hold
- Stocks7%
- Funds93%
How many clients does Taylor Wealth Management have?
Taylor Wealth Management has 63 clients and manages $171 million for them, as of February 2026. They include 46 high-net-worth individuals and 17 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 February 2026
What services does Taylor Wealth Management offer?
Taylor Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Taylor Wealth Management use?
Taylor Wealth Management’s separately managed account assets are held at Altruist Financial LLC (Culver City, CA), with $171M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 February 2026
How many financial advisors does Taylor Wealth Management have?
Taylor Wealth Management has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Taylor Wealth Management invest in?
At the end of its last fiscal year, Taylor Wealth Management’s separately managed accounts held 93% registered funds (mutual funds, ETFs, BDCs) and 7% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Taylor Wealth Management?
Taylor Wealth Management’s direct owner is Douglas Taylor (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 11 February 2026
How does Taylor Wealth Management get paid?
Taylor Wealth Management is paid through hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Taylor Wealth Management?
Taylor Wealth Management’s main office is at 3655 Torrance BLVD., Suite 347, Torrance, CA 90503. Its phone number is 310-540-8000.