Overview
Assets Under Management: $150 million
Headquarters: GREEN BAY, WI
High-Net-Worth Clients: 154
Average Client Assets: $870,914
Frequently Asked Questions
TITLETOWN WEALTH MANAGEMENT, 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 #307752), TITLETOWN WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
TITLETOWN WEALTH MANAGEMENT, LLC is headquartered in GREEN BAY, WI.
TITLETOWN WEALTH MANAGEMENT, LLC serves 154 high-net-worth clients according to their SEC filing dated February 09, 2026. View client details ↓
According to their SEC Form ADV, TITLETOWN WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
TITLETOWN WEALTH MANAGEMENT, LLC manages $150 million in client assets according to their SEC filing dated February 09, 2026.
According to their SEC Form ADV, TITLETOWN WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 154
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.25
Average High-Net-Worth Client Assets: $870,914
Total Client Accounts: 731
Discretionary Accounts: 731
Regulatory Filings
CRD Number: 307752
Filing ID: 2046907
Last Filing Date: 2026-02-09 13:56:33