HARTMANN TAYLOR WEALTH MANAGEMENT, LLC

CRD 310334File 801-119637

APPROVED

Retail clients

Custody

Filing as of Feb 25, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$254.6M

Below cohort median (national)

Discretionary AUM

$254.6M

Clients

480 accounts

Employees

Below cohort median in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Oct 15, 2020
Principal office: 2346 VICTORY PARK LANE, DALLAS, TX, 75219
Phone: 972-833-2684
Website: http://x.com/hartmanntaylor1

Assets & accounts

ADV Item 5F

Total regulatory AUM: $254.6M
Discretionary AUM: $254.6M
Non-discretionary AUM: $0
Discretionary accounts: 480
Non-discretionary accounts: 0
Total accounts: 480
AUM per client: $2.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$133K
Charitable organizations	Fewer than 5	$4.0M
High net worth individuals	54	$236.4M
Individuals (other than high net worth individuals)	37	$14.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
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: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
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.