Investment adviser · CRD 335178
PLAGENS & TAYLOR WEALTH MANAGEMENT
Investment adviser filing (IA)
PLAGENS & TAYLOR WEALTH MANAGEMENT, LLC
SAN ANGELO, TX, United States · Form ADV filed Mar 26, 2026
- Regulatory AUM
- $318M Form ADV · Item 5.F
- Client accounts
- 389 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 127 | $237,937,438 | 74.8% |
| Individuals | 223 | $38,016,785 | 11.9% |
| Other clients | 18 | $36,992,396 | 11.6% |
| Corporations & businesses | 20 | $4,560,461 | 1.4% |
| Charities | 1 | $802,156 | 0.3% |
Filing source
Form ADV 2078804 · Mar 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 26, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
517 W. TWOHIG AVENUESAN ANGELO, TX, 76903, United States
CRD 335178
Filing source
Form ADV 2078804 · Mar 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.