Taibay Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 316967
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI77.68%
- Individuals22.32%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Taibay Wealth Management LLC is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients. Its advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and also offers fixed-fee engagements. In addition to advisory services, Taibay acts as an insurance broker. The firm does not identify as an active ESG investor and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
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
- Public Funds/Mutual Funds58%
- Exchange Traded Equities30%
- US Government Bonds9%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Owners & executives
1 of 1Jack Chang
Chief Compliance OfficerCRD 4943665
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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