Overview
Assets Under Management: $206 million
Headquarters: THE WOODLANDS, TX
High-Net-Worth Clients: 65
Average Client Assets: $3 million
Frequently Asked Questions
POSITION WEALTH LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #325116), POSITION WEALTH LLC is subject to fiduciary duty under federal law.
POSITION WEALTH LLC is headquartered in THE WOODLANDS, TX.
POSITION WEALTH LLC serves 65 high-net-worth clients according to their SEC filing dated February 03, 2025. View client details ↓
According to their SEC Form ADV, POSITION WEALTH LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
POSITION WEALTH LLC manages $206 million in client assets according to their SEC filing dated February 03, 2025.
According to their SEC Form ADV, POSITION WEALTH LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.74
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 581
Discretionary Accounts: 581
Regulatory Filings
CRD Number: 325116
Last Filing Date: 2025-02-03 00:00:00
Website: https://positionwealth.com