William Wade Taylor
Investment adviser representative at Hartmann Taylor Wealth Management, LLC
30 yearsExperience
1 stateRegistered in
$254.6MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
30 years in the industry.
- Hartmann Taylor Wealth Management, LLCOct 2020 to now
- Non-profit Alumni GroupJan 2005 to now
- Round Rock I.S.D.Sep 1996 to now
- Cypress Wealth Management, LLCJun 2007 to Oct 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 1 state (TX).
Hartmann Taylor Wealth Management, LLC
$254.6MAssets managed
96Clients
1Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2821259
- Firm CRD
- 310334