# Plagens & Taylor Wealth Management

Plagens & Taylor Wealth Management is a Multi Family Office based in San Angelo, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** San Angelo, United States
- **Region:** North America
- **Address:** Dallas, TX, United States
- **Assets under management:** Undisclosed
- **Website:** plagenstaylor.com

## Regulatory record

- **CRD number:** 335178
- **SEC file number:** 801-132268
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/335178

## About

PLAGENS & TAYLOR WEALTH MANAGEMENT is an SEC-registered investment adviser in SAN ANGELO, TX, registered since 2025. The firm manages approximately $318 million in assets. It employs 6 staff and 5 investment advisers.

## Sectors

- Wealth Management
- Financial Planning
- Private Client

## People

- David Plagens — Co-Founder & Managing Director
- Scott Taylor — Co-Founder & Managing Director

## Questions

### 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.

### 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.

### 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).

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Last updated: 2026-07-06T01:24:23.363Z

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