Taylor Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$170,536,938
Clients
63
73% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
63
HighAverage account size
$2,706,936
About
Taylor Wealth Management, LLC provides investment management, wealth management, and financial planning to individual clients, including high‑net‑worth households, across a relatively small client base with about $170.5 million in assets under management. The firm delivers portfolio management (discretionary or non‑discretionary), financial planning and consulting, and may recommend an affiliated accounting and tax services firm, Taylor Tax, for tax preparation or accounting under separate agreements.
The firm’s investment approach combines fundamental security analysis with modern portfolio theory and behavioral finance considerations, building portfolios from mutual funds, ETFs, individual equities and fixed income, and recommending private placements for accredited investors when appropriate. TWM tailors allocations to clients’ tax situations, risk tolerances and goals, and the majority of its assets are managed on a non‑discretionary basis (about $159.9M non‑discretionary vs. $10.6M discretionary as of December 31, 2025).
Notable operational distinctions versus many peers include a fee model based on fixed annual fees or hourly charges rather than a percentage‑of‑AUM schedule, with quarterly invoicing rather than debiting fees from client custodial accounts. As a solo independent advisor, the firm maintains an institutional relationship with Altruist for custody and platform services (including software benefits) and may implement standing letters of authorization for third‑party disbursements, which creates limited custody considerations.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
General retirement planning
College savings (529s, UTMA, etc.)
General tax planning
Fee options
Annual fixed fee for wealth management services ranging between $3,000 and $40,000 depending on factors including assets and complexity
Financial planning services generally $500 per hour, negotiable
Account minimum: $3,000 minimum annual fee Minimum fee: Minimum annual fee of $3,000 for investment and wealth management services, may be waived at TWM's discretion Fee-only: Hourly financial planning fees generally $500 per hour, negotiable; fixed annual fees for wealth management between $3,000 and $40,000
Main office location
Taylor Wealth Management, LLC
3655 Torrance Blvd., Suite 347
Torrance CA 90503, United States
Number of offices
1
Most active in
Taylor Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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