HARTMANN TAYLOR WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 310334
- Registered since
- October 15, 2020
- Website
- hartmanntaylor.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI92.84%
- Individuals5.54%
- Charitable Organizations1.57%
- Corporations / Businesses0.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Hartmann Taylor Wealth Management, LLC is an independent, SEC-registered investment adviser organized as an LLC and registered in 2020. The firm is owner-operated and serves both individual and family clients as well as institutional and business clients. Its advisory services center on financial planning and discretionary portfolio management for individuals, small businesses, and larger business or institutional accounts. Compensation is a mix of assets-under-management fees, hourly billing, and fixed-fee engagements. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities62%
- Public Funds/Mutual Funds30%
- Other4%
- Non-Exchange Traded Equities1%
- Derivatives1%
Contacts
1 of 1WILLIAM TAYLOR
Founder & Managing PartnerCRD 2821259
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$196M in ETFs
29%
$56.7M
68%
$140M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $20.9M | 106,505 | 10.65% |
Location
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 2346 Victory Park Ln
- Time zone
- CT (UTC-6)
- Office locations
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