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| Titletown Wealth Management LLC
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| |
|---|---|
| CRD # | 307752 |
| SEC # | 801-121461 |
| CIK # | |
| AUM | $108.5 MM (2024-03-28) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 920-468-7443 |
| Address | 1221 Bellevue Street Green Bay, WI 54302 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 293 | 11.0 |
| (b) Individuals (high net worth individuals) | 132 | 95.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 2.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 814 | 108.5 |
| By Discretionary | ||
| Discretionary | 814 | 108.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 814 | 108.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 108.5 | |
| Total | 814 | 108.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Manuka Financial LLC
✚
|
VA | 0.1 |
|
Primm & Co Inc
✚
|
NJ | 0.1 |
|
The Practical Planner LLC
✚
|
MA | 0.1 |
|
Johnson & Shute Investment Advisors Inc
✚
|
WA | 0.1 |
|
Tublin - Difusco Advisors Inc
✚
|
NY | 0.1 |
|
Schnall Advisory Services Inc
✚
|
NY | 0.1 |
|
Bill Spalding Wealth Management
✚
|
GA | 0.1 |
|
R W Baker Wealth Management Group LLC
✚
|
WY | 0.1 |
|
West End Wealth Management LLC
✚
|
CO | 0.1 |
|
Clarus Group LLC
✚
|
NY | 0.1 |