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TAYLOR & MORGAN ASSET MANAGEMENT, LLC D/B/A TM ADVISORS, L
Legal name: TAYLOR & MORGAN WEALTH MANAGEMENT, LLC
CRD 156177File 801-113195
APPROVED
Retail clients
Custody
Filing as of Mar 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$512.5M
Above cohort median (national)
Discretionary AUM
$469.8M
Non-discretionary $42.7M
Clients
451
1,049 accounts
Employees
8
Above cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 8, 2018
- Principal office
- 3150 LIVERNOIS RD., SUITE 175, TROY, MI, 48083
- Phone
- 248-688-9399
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $512.5M
- Discretionary AUM
- $469.8M
- Non-discretionary AUM
- $42.7M
- Discretionary accounts
- 1,029
- Non-discretionary accounts
- 20
- Total accounts
- 1,049
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.8M |
| High net worth individuals | 63 | $279.0M |
| Pension and profit sharing plans | 30 | $88.8M |
| Individuals (other than high net worth individuals) | 357 | $141.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 452 | 451 |
| Aug 17, 2026 | Custody | false | true |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.