Taylor Williams Private Wealth Management LLC

RIAState Registered
Total AUM
$5.7M
Discretionary
$5.7M
100% of AUM
Avg account
$633K
Accounts
9
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
335249
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals68.13%
  • HNWI31.87%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Taylor Williams Private Wealth Management LLC is a small, Texas-registered independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients, offering fee-based financial planning and portfolio management for individuals and small businesses, along with pension consulting services. Its fee arrangements include a percentage of assets under management, hourly charges, and fixed fees. The firm does not identify as an ESG investor, does not act as a capital allocator, and is not described as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Non-Exchange Traded Equities 40%, Cash & Cash Equivalents 10%50%
  • Exchange Traded Equities50%
  • Non-Exchange Traded Equities40%
  • Cash & Cash Equivalents10%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth