# EDGAR Filing Document

**Accession Number:** 0000015681
**File Stem:** 0000015681-26-000001
**Filing Date:** 2026-3
**Character Count:** 2720
**Document Hash:** 7f0cf20404794e808bbf8ea6046f6cc8
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000015681-26-000001.hdr.sgml**: 20260303

**ACCESSION NUMBER**: 0000015681-26-000001

**CONFORMED SUBMISSION TYPE**: X-17A-5

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260303

**DATE AS OF CHANGE**: 20260303

**EFFECTIVENESS DATE**: 20260303

**PERIOD START**: 20250101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** TAG WEALTH MANAGEMENT, LLC
- **CENTRAL INDEX KEY:** 0000015681

**ORGANIZATION NAME:**
- **EIN:** 454049050
- **STATE OF INCORPORATION:** AZ
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-14485
- **FILM NUMBER:** 26713450

**BUSINESS ADDRESS:**
- **STREET 1:** 20815 N CAVE CREEK ROAD
- **STREET 2:** SUITE 401
- **CITY:** PHOENIX
- **STATE:** AZ
- **ZIP:** 85024
- **BUSINESS PHONE:** 623-792-9300

**MAIL ADDRESS:**
- **STREET 1:** 20815 N CAVE CREEK ROAD
- **STREET 2:** SUITE 401
- **CITY:** PHOENIX
- **STATE:** AZ
- **ZIP:** 85024

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** TAG WEALTH MANAGEMENT, INC
- **DATE OF NAME CHANGE:** 20120116

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** TAG WEALTH MANAGEMENT, LLC
- **DATE OF NAME CHANGE:** 20120104

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** TAG WEALTH MANAGEMENT, INC
- **DATE OF NAME CHANGE:** 20110919

### Attached PDF Documents

**Attachment 1:** `25Confidential.pdf`

_No text found in this document._

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM X-17A-5

### ANNUAL AUDITED REPORT

### Filer Information

**Filer CIK:** 0000015681

**Filer CCC:** XXXXXXXX

**Is this a LIVE or TEST filing?:** LIVE

**Would you like a Return Copy?:** No

### Submission Information

**Report Period Begin Date:** 01-01-2025

**Report Period End Date:** 12-31-2025

**Type of Registrant:** Broker-dealer

**Any material weaknesses identified?:** No

### Registrant Identification

**Name of Broker-Dealer:** TAG WEALTH MANAGEMENT, LLC

**Business Address:** 20815 N CAVE CREEK ROAD, SUITE 401, PHOENIX, AZ, 85024

**Contact Person:** Jack Biltis

**Contact Phone:** 602-525-8084

### Independent Public Accountant Identification

**Accountant Name:** Dylan Floyd Accounting & Consulting

**Accountant Address:** 20909 Judah Lane, Newhall, CA, 91321

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Jack Biltis**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **TAG WEALTH MANAGEMENT, LLC**, as of **12-31-2025**, are true and correct.

**Signature:** Jack Biltis

**Title:** President