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PLAGENS & TAYLOR WEALTH MANAGEMENT
PLAGENS & TAYLOR WEALTH MANAGEMENT, LLC
CRD 335178 · SEC 801-132268
517 W. TWOHIG AVENUE, SAN ANGELO, TX, 76903, United States
Phone
325-486-8600
Fax
325-486-8700
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$318.3M
Discretionary AUM
$318.3M
Team
6 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 223 | $38.0M |
| High net worth individuals | 127 | $237.9M |
| Charitable organizations | 1 | $802K |
| Corporations/business entities | 20 | $4.6M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD