Justin Aaron Hart
Investment adviser representative at Tao Private Wealth, LLC
13 yearsExperience
1 stateRegistered in
$104.2MFirm assets
Under 1 yearFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Cs Planning CorpOct 2017 to now
- Tao Private Wealth, LLCAug 2017 to now
- Medical LeaveMay 2017 to Jul 2017
- Single Family OfficeNov 2013 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2009
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (OK).
Tao Private Wealth, LLC
$104.2MAssets managed
46Clients
2Advisers
Under 1 yearIn 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
- 5411924
- Firm CRD
- 340979