PLAGENS & TAYLOR WEALTH MANAGEMENT, LLC
Doing business as PLAGENS & TAYLOR WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$318,309,236
Discretionary
$318,309,236
Non-discretionary
$0
Firm details
- CRD number
- 335178
- SEC file number
- 801-132268
- Main office
- SAN ANGELO, TX, United States
- Employees
- 6
- SEC status
- Approved
- Website
- https://pt-wealth.com/
- Fee structure
-
Percentage of AUM
As of October 2026.