# Hartmann Taylor Wealth Management

Hartmann Taylor Wealth Management is a Bank / Wealth / Trust based in Dallas, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Dallas, United States
- **Region:** North America
- **Address:** Dallas, TX, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** hartmanntaylor.com
- **LinkedIn:** https://www.linkedin.com/company/hartmann-taylor-wealth-management

## Regulatory record

- **CRD number:** 310334
- **SEC file number:** 801-119637
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-25T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/310334

## About

Hartmann Taylor Wealth Management formed in 2020 as a Dallas, Texas registered investment advisor. The firm entered the market during a period when Texas was absorbing significant inbound wealth from coastal states, a demographic shift that reshaped the local advisory landscape. The advisory serves individuals and high-net-worth families, applying a planning-first model that integrates asset management with broader financial counsel. The firm's advisory approach spans portfolio construction, asset allocation, and ongoing financial planning. While the firm does not publicly break out its asset-class mix, its RIA registration implies a fiduciary standard across client accounts. The geographic focus centers on Dallas and the broader Texas market, a region where wealth creation has been fueled by energy, real estate, and a growing technology base over the past decade. Hartmann Taylor operates as a boutique wealth manager, competing in a Dallas market that includes both national wirehouses and independent RIAs. Team size and total assets under advisement are not publicly disclosed, consistent with many sub-scale advisory practices formed in recent years. The firm has not publicized adjacent vehicles, philanthropic structures, or external fund commitments. A structural differentiator for Hartmann Taylor is its timing — it launched into a post-pandemic advisory market at a moment when client expectations around virtual service and tax-aware planning were in flux.

## Questions

### What is Hartmann Taylor's investment philosophy?

The firm's website and public disclosures do not detail a specific investment philosophy beyond providing comprehensive financial planning and portfolio management. As an RIA, Hartmann Taylor is bound by a fiduciary duty to its clients, meaning its advice must align with each client's best interests. The firm's Texas-based practice emerged during a period of rapid wealth migration to the state.

### What is Hartmann Taylor's known posture on alternative investments?

The firm has not publicly disclosed its asset-allocation framework or attitudes toward alternative investments such as private equity, hedge funds, or real assets. Without public commentary or SEC filings detailing its investment menu, the extent to which it incorporates alternatives into client portfolios is not known.

## Related profiles

- [Hartline Investment Corporation](https://altss.com/profile/hartline-investment-corporation)
- [Hartshorne Group](https://altss.com/profile/hartshorne-group)

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Last updated: 2026-08-11T02:43:31.692Z

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