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Plagens & Taylor Wealth Management
David Plagens and Scott Taylor founded Plagens & Taylor Wealth Management as an RIA focused on high-net-worth families.
Plagens & Taylor Wealth Management
David Plagens and Scott Taylor founded Plagens & Taylor Wealth Management as an RIA focused on high-net-worth families. While the firm's founding year is not publicly documented, its Dallas base suggests a long-standing presence in Texas wealth management. The firm provides financial planning, investment management, and legacy-planning services to private clients. It structures portfolios across asset classes including equities, fixed income, and alternative investments where appropriate. Plagens & Taylor does not publicly disclose direct deal activity or named portfolio companies. Team size and AUM are not disclosed publicly. The firm appears to operate as a standalone RIA without additional offices. No recent operational events are publicly documented. Plagens & Taylor's structural differentiator is its independent RIA model combined with a multi-family office approach, allowing it to offer customized services without the conflicts of larger wirehouses. This positions it as an alternative to both big banks and single-family offices for Texas-based wealthy families.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Dallas
Corporate office
Dallas, TX, United States
Principals
David Plagens
Co-Founder & Managing Director
Scott Taylor
Co-Founder & Managing Director
Sector focus
Frequently asked questions
Who runs investment decisions at Plagens & Taylor Wealth Management?
David Plagens and Scott Taylor, both co-founders and managing directors, lead the firm's investment decisions. Their backgrounds in financial advisory support the firm's independent wealth management approach (per public record).
What services does Plagens & Taylor Wealth Management offer?
The firm provides financial planning, investment management, and legacy-planning services to high-net-worth families. It structures portfolios across equities, fixed income, and alternatives as needed.
Is Plagens & Taylor structured as a single family office or does it operate more like a wealth management firm?
Plagens & Taylor is structured as a registered investment advisor (RIA) with a multi-family office orientation. It serves multiple families rather than a single wealth origin and operates independently from large financial institutions.
Does Plagens & Taylor disclose its AUM or client base?
No, the firm does not publicly disclose AUM or client count. Its strategy and scale remain largely private, which is common among independent RIAs serving high-net-worth families.
Where does Plagens & Taylor Wealth Management operate?
The firm is based in Dallas, Texas, and appears to serve clients primarily in the region. No additional offices have been publicly identified.
What is the firm's posture on transparency compared to larger wealth managers?
Plagens & Taylor does not publish extensive public information about investments, fees, or portfolio holdings. This limited disclosure is typical for boutique RIAs focused on personalized service.
How does Plagens & Taylor differentiate from larger wirehouse advisors?
As an independent RIA, the firm avoids sales quotas and proprietary product pressure common in wirehouses. This allows client-first portfolio design without conflicts (per the firm's positioning).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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