Taylor & Morgan Wealth Management, Llc
- Regulatory AUM
- $513M
- Discretionary
- $470M
- Clients
- 452
- Avg AUM / client
- $1.1M
- Accounts
- 1,049
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 357 | $142M | 27.7% |
| High net worth individuals | 63 | $279M | 54.4% |
| Pension and profit sharing plans | 30 | $88.8M | 17.3% |
| Corporations and other businesses | 1 | $2.8M | 0.55% |
| Other | 1 | $67.8K | 0.01% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| R L Morgan Company Profit Sharing Plan R L Morgan Company | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Thomas Taylor | Managing Member/Chief Compliance Officer | Jul 2010 (16y) | 75% or more | |
| Brett Ellis Quayle | Registered representative | CFP | Oct 2016 (10y) | |
| Robert Allen Quayle | Registered representative | Nov 2016 (10y) | ||
| Bryan Jeffrey Long | Registered representative | CFP | Sep 2017 (9y) | |
| Andrew Daniel Morgan | Registered representative | Jan 2021 (6y) | ||
| Brett James Long | Registered representative | CFP | Mar 2022 (4y) | |
| Brandon James Taylor | Registered representative | Dec 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| R L Morgan Company Profit Sharing Plan | R L Morgan Company | 265 | $3.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/09/2026 | 1.14 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $461M (90% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 09, 2026.
View current Form ADV (SEC/IAPD) ↗