Hartmann Taylor Wealth Management, LLC

RIASEC RegisteredEst. 2020

Total AUM

$255M

Discretionary

$255M

100% of AUM

Avg account

$530K

Accounts

480

Employees

Advisory reps

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

FINTRX

Overview

Hartmann Taylor Wealth Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2020. The firm serves both high-net-worth individuals and families as well as institutional clients, offering financial planning and portfolio management for individuals, small businesses, and larger business or institutional accounts. Compensation is flexible and includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. Its ownership is categorized as individual, and it operates under a single-adviser structure rather than as part of a related-adviser network.