PLAGENS & TAYLOR WEALTH MANAGEMENT

Overview

Plagens & Taylor Wealth Management is an SEC-registered wealth advisory firm that focuses on fee-based portfolio management for both individual/family clients and institutional or business accounts. The firm’s services include discretionary portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting services. It operates under an individual ownership structure and charges clients on a percentage-of-assets-under-management basis. Plagens & Taylor is not positioned as an ESG-focused advisor and does not operate as a multi-state adviser or a capital allocator. Investment activity centers on professionally managed public investment vehicles and third-party alternative managers. The firm uses external managers for select alternative exposure while keeping the bulk of client assets in custody at Charles Schwab & Co., Inc. Plagens & Taylor’s registration date with the SEC is listed as 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices