← Tributary

TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC

RICHMOND, VA · CRD 289729 · IAPD ↗ · (804) 964-2500

$304.3MRegulatory AUM
4Advisory reps
5Employees
0Clients
251-500Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
November 2024 — TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC (RICHMOND, VA) left the SEC roster (was $304.3M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.