This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$10.9MItem 5.F on the latest filing (2023-02-14); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$3.5M

Private client RAUM

$10.8MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

1

RAUM per advisor

$10.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

1

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

54

Individual clients

14

High net worth clients

13

Custody, client assets

$180,458

SEC number

801-126769

CRD

323492

Filings on the tape

6

First filed

Sep 20, 2022

Latest filed

Feb 14, 2023

Organised

Limited Liability Company, California

• Occurred

  Sep 20, 2022
  First Form ADV filing

  Taylor Strategic Wealth Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:47119734-9b37-db12-0e09-e625afa89186

First observed

Sep 20, 2022

Last observed

Feb 14, 2023 43 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.