Andrew Adam Parker Taggart

Employer firm

Thoughtful Money LLC CRD 329306

187 advisory clients

Reported services (Item 5G)

• Periodicals / newsletters
• Educational seminars
• REFERRAL TO OTHER ADVISORS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2011 → 10/2023
  Greylock Peak Investments, Llc
  New York, NY
• 05/2012 → 03/2021
  Peak Prosperity
  Sebastopol, CA
• 04/2021 → 10/2023
  Wealthion
  New York, NY
• 10/2023 → Present
  Thoughtful Money Llc
  Reno, NV
• 12/2012 → Present
  Electrum Llc
  Sebastopol, FL

Other Businesses

Electrum LLC, Managing Member, Non-investment related, serves as a vehicle through which I provide occasional media consulting services. Address: 200 S, Main St, Suite 130, #104, Sebastopol CA 95472. Average hours per month; 10 (or less)

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-18
• S63 Uniform Securities Agent State Law Examination
  1994-08-30

Other Names

• Adam Taggart
• Adam Taggart
• Andrew Adam Parker Taggart