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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 Oct 1, 2026
Regulatory AUM
$318.3M
Below cohort median (national)
Discretionary AUM
$318.3M
Clients
371
389 accounts
Employees
6
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 389 | 371 | decreased by18 |
| Apr 1, 2026 | Clients | 362 | 389 | increased by27 |
| Apr 1, 2026 | AUM | $278,625,276 | $318,309,236 | increased by$39,683,960 |
| Apr 1, 2026 | Accounts | 758 | 389 | decreased by369 |
| Dec 1, 2025 vs May 1, 2025 | Custody | No | Yes | |
| Dec 1, 2025 vs May 1, 2025 | Clients | 0 | 362 | increased by362 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $0 | $278,625,276 | increased by$278,625,276 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 0 | 758 | increased by758 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PLAGENS TAYLOR” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PLAGENS 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.