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HARTMANN TAYLOR WEALTH MANAGEMENT, LLC

DALLAS, TX · CRD 310334 · IAPD ↗ · 972-833-2684

$254.6MRegulatory AUM
1Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
March 2026 — HARTMANN TAYLOR WEALTH MANAGEMENT, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
March 2026 — HARTMANN TAYLOR WEALTH MANAGEMENT, LLC reported RAUM up 31% ($194.4M -> $254.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2025 — HARTMANN TAYLOR WEALTH MANAGEMENT, LLC added office(s): 0 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2024 — HARTMANN TAYLOR WEALTH MANAGEMENT, LLC reported RAUM up 27% ($130.3M -> $164.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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