# Taylor Strategic Wealth Management

Taylor Strategic Wealth Management is a Bank / Wealth / Trust based in Redondo Beach, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Redondo Beach, United States
- **Region:** North America
- **Address:** Redondo Beach, CA, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** taylorstrategicwm.com

## About

Taylor Strategic Wealth Management was established in 2022 in Redondo Beach, California. The firm operates as a registered investment advisor providing financial planning and portfolio management to individuals, high-net-worth families, and businesses. Its wealth-origin story does not trace back to a single operating company sale or family fortune; it launched as a fiduciary advisory practice built around the standard RIA model. The manager structures its service around discretionary investment management and holistic financial planning. While the firm does not publicly disclose its asset-class allocations or specific portfolio holdings, its advisory mandate typically spans equities, fixed income, and alternative investments appropriate for accredited and high-net-worth clients. Geographically, the firm concentrates its client base in Southern California and the broader US domestic market. Taylor Strategic Wealth Management operates from a single headquarters in Redondo Beach. Team size and aggregate client assets are not publicly disclosed. The firm does not appear to sponsor adjacent vehicles such as philanthropic foundations, real-asset arms, or club-deal investment networks, consistent with its profile as a smaller, advisory-focused RIA. In a landscape of large aggregators and family-office spinouts, Taylor remains deliberately lean in its public footprint. Structurally, the firm's differentiator is its posture as a pure advisory practice without proprietary fund conflicts — a standard fiduciary model that contrasts with the proprietary-product architecture common among bank-affiliated wealth managers. Succession and long-term governance plans are not publicly documented given the firm's recent 2022 founding.

## Questions

### How does the firm disclose its regulatory and fiduciary obligations?

As an SEC-registered investment advisor, Taylor Strategic Wealth Management is subject to fiduciary obligations under the Investment Advisers Act of 1940. Its Form ADV filings — where custody, fees, conflicts, and disciplinary history must be disclosed — are publicly accessible via the SEC's IAPD database.

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- [Taylor Hoffman Capital Management](https://altss.com/profile/taylor-hoffman-capital-management)
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Last updated: 2026-06-03T20:00:00.000Z

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