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, owner-operated RIA organized as an LLC and registered with the SEC in 2020. The firm advises both individual and family clients as well as institutional clients. Its advisory scope centers on financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Fee arrangements include assets-under-management pricing, hourly charges and fixed fees. The firm reports it is not a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1
William Taylor
Founder & Managing PartnerCRD 2821259
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$227M in ETFs
29%
$65.6M
68%
$162M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $23.5M | 108,850 | 10.35% |
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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