Investment adviser · CRD 156177
TAYLOR & MORGAN ASSET MANAGEMENT, LLC D/B/A TM ADVISORS, L
Investment adviser filing (IA)
TAYLOR & MORGAN WEALTH MANAGEMENT, LLC
TROY, MI, United States · Form ADV filed Mar 9, 2026
- Regulatory AUM
- $513M Form ADV · Item 5.F
- Client accounts
- 1,049 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 7 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 | 63 | $278,982,136 | 54.4% |
| Individuals | 357 | $141,880,344 | 27.7% |
| Retirement plans | 30 | $88,765,505 | 17.3% |
| Corporations & businesses | Fewer than 5 | $2,814,343 | 0.5% |
| Other clients | Fewer than 5 | $67,792 | 0.0% |
Filing source
Form ADV 2059739 · Mar 9, 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 9, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Educational seminars
Compensation
Percentage of assets · Hourly
Principal office
3150 LIVERNOIS RD., SUITE 175TROY, MI, 48083, United States
CRD 156177
Filing source
Form ADV 2059739 · Mar 9, 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.