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| Position Wealth LLC
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|---|---|
| CRD # | 325116 |
| SEC # | 801-127393 |
| CIK # | |
| AUM | $242.1 M (2026-01-27) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 281-968-2780 |
| Address | 2001 Timberloch Place The Woodlands, TX 77380 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 142 | 37.1 |
| (b) Individuals (high net worth individuals) | 73 | 205.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 215 | 242.1 |
| By Discretionary | ||
| Discretionary | 215 | 242.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 215 | 242.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 242.1 | |
| Total | 215 | 242.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Zephyr Investment Management Inc
✚
|
CA | 0.2 |
|
Matthias Private Wealth LLC
✚
|
FL | 0.2 |
|
Blalock Williams LLC
✚
|
AL | 0.2 |
|
Chiron Capital Management LLC
✚
|
FL | 0.2 |
|
Waypoint Wealth Management LLC
✚
|
MD | 0.2 |
|
Anson Capital Inc
✚
|
GA | 0.2 |
|
Vanderbilt Avenue Asset Management LLC
✚
|
NY | 0.2 |
|
1620 Investment Advisors Inc
✚
|
MA | 0.2 |
|
Wealth Management Corporation of America Inc
✚
|
FL | 0.2 |
|
Constitution Capital LLC
✚
|
CT | 0.2 |