Hartmann Taylor Wealth Management, LLC
Hartmann Taylor Wealth Management, LLC is a Dallas, Texas-based investment adviser founded in June 2020. The firm specializes in providing comprehensive wealth management, portfolio management, and financial planning services for high net worth individuals, especially those with complex asset structures. Led by principal owner William Wade Taylor, HTWM offers services including investment management, tax and compliance oversight, entity and trust formation, and philanthropic advisory. The firm emphasizes tailored strategies and a fiduciary duty to its clients, striving for equitable and objective service. As of 2025, the firm reports approximately 2-10 employees and is highly client-oriented in its boutique approach.
Investment Strategy
HTWM's strategy centers on ongoing portfolio management tailored to each client's specific goals, risk tolerance, and time horizon. The firm drafts custom Investment Policy Statements for its clients, determining asset allocation and security selection based on objective analysis and regular monitoring. They primarily serve high net worth individuals, often with complex financial circumstances, focusing on fiduciary, fair, and equitable management. Discretionary authority is requested to efficiently manage investments, and the firm avoids systematic advantage or disadvantage of any account. HTWM also provides holistic financial planning across areas like cash flow, retirement, education, risk management, and philanthropy.
Top Holdings
Equity Positions (51)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTV | VANGUARD INDEX FDS | 13.33% | $18.6M | 99,555 | $173.51 | $186.49 | +$1.6M |
C CGGR | CAPITAL GROUP GROWTH ETF | 11.95% | $16.6M | 378,800 | $36.36 | $43.92 | +$3.4M |
C CGDV | CAPITAL GROUP DIVIDEND VALUE | 8.68% | $12.1M | 287,483 | $36.23 | $42.03 | +$1.8M |
C CGBL | CAPITAL GROUP CORE BALANCED | 7.68% | $10.7M | 307,904 | $31.23 | $34.72 | +$1.1M |
V VEU | VANGUARD INTL EQUITY INDEX F | 5.49% | $7.6M | 107,116 | $62.53 | $71.37 | +$1.1M |