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HARTMANN TAYLOR WEALTH MANAGEMENT, LLC
CRD 310334File 801-119637
APPROVED
Retail clients
Custody
Filing as of Feb 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$254.6M
Below cohort median (national)
Discretionary AUM
$254.6M
Clients
96
480 accounts
Employees
5
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
- https://hartmanntaylor.com/
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 1 | 5 | increased by4 |
| Mar 1, 2026 | Clients | 81 | 96 | increased by15 |
| Mar 1, 2026 | AUM | $194,362,603 | $254,594,875 | increased by$60,232,272 |
| Mar 1, 2026 | Accounts | 399 | 480 | increased by81 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 52 | 81 | increased by29 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $129,154,854 | $194,362,603 | increased by$65,207,749 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 52 | 399 | increased by347 |
| Jun 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Clients | 46 | 52 | increased by6 |
| Apr 1, 2022 | AUM | $108,425,360 | $129,154,854 | increased by$20,729,494 |
| Apr 1, 2022 | Accounts | 259 | 52 | decreased by207 |
| Jul 1, 2021 | Clients | 41 | 46 | increased by5 |
| Jul 1, 2021 | AUM | $68,663,247 | $108,425,360 | increased by$39,762,113 |
| Jul 1, 2021 | Accounts | 206 | 259 | increased by53 |
| May 1, 2021 | Registration | APPROVED-120 | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HARTMANN TAYLOR” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HARTMANN TAYLOR” may also match similarly-named firms). Confirm identity against each filing.
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.