TITLETOWN WEALTH MANAGEMENT, LLC
Adviser information for TITLETOWN WEALTH MANAGEMENT, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Wisconsin, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 814 | $108.5M |
| Non-Discretionary | 0 | $0 |
| Total | 814 | $108.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 293 | $11.0M |
| HNW Individuals | 132 | $95.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 12 | $2.5M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-121461 |
|---|---|
| SEC ERA File Number | 801-121461 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 307752 |
| Legal Entity Identifier | None |
Principal Office
1221 BELLEVUE STREETSUITE 102
GREEN BAY
WI
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: (920) 468-7443, Fax: (920) 468-7494
Websites
Chief Compliance Officer
GARY BREWTON
MANAGING PARTNER
1221 BELLEVUE STREET
SUITE 102
GREEN BAY
WI
United States
Tel:
(920) 468-7443
Fax:
(920) 468-7494
G***********@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GAFNER, ADAM, DAVID | Individual | – | MANAGING PARTNER | 03/2020 | 50-75% |
| BREWTON, GARY, T | Individual | – | MANAGING PARTNER / CCO | 03/2020 | 50-75% |