PLAGENS & TAYLOR WEALTH MANAGEMENT

Legal name: PLAGENS & TAYLOR WEALTH MANAGEMENT, LLC

CRD 335178File 801-132268

APPROVED

Retail clients

Custody

Filing as of Mar 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$318.3M

Below cohort median (national)

Discretionary AUM

$318.3M

Clients

371

389 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: Mar 26, 2025
Principal office: 517 W. TWOHIG AVENUE, SAN ANGELO, TX, 76903
Phone: 325-486-8600
Website: https://pt-wealth.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $318.3M
Discretionary AUM: $318.3M
Non-discretionary AUM: $0
Discretionary accounts: 389
Non-discretionary accounts: 0
Total accounts: 389
AUM per client: $858K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	20	$4.6M
Charitable organizations	1	$802K
High net worth individuals	127	$237.9M
Individuals (other than high net worth individuals)	223	$38.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for other
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: Yes
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 17, 2026	Clients	389	371
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.