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| Keyboard |
| Titletown Wealth Management LLC
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|---|---|
| CRD # | 307752 |
| SEC # | 801-121461 |
| CIK # | |
| AUM | 150.3 M (2026-02-09) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 920-468-7443 |
| Address | 1221 Bellevue Street Green Bay, WI 54302 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 305 | 14.2 |
| (b) Individuals (high net worth individuals) | 154 | 134.1 |
| (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 | 2.0 |
| (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 | 731 | 150.3 |
| By Discretionary | ||
| Discretionary | 731 | 150.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 731 | 150.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 150.3 | |
| Total | 731 | 150.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Bridgelight Financial Advisors Inc
✚
|
CT | 150.8 M |
|
AXOS Invest Inc
✚
|
NV | 150.8 M |
|
Unified Investment Management LLC
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|
GA | 150.6 M |
|
MH & Associates Securities Management Corp
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|
CA | 150.5 M |
|
Cavalcade Capital LLC
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|
NY | 149.9 M |
|
Financial Management Advisors Inc
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|
TN | 149.9 M |
|
Financial Strategies Inc
✚
|
WI | 149.8 M |
|
White & Company Financial Planning Inc
✚
|
WA | 149.8 M |
|
Sonas Financial Group Inc
✚
|
MO | 149.8 M |
|
Keen Capital LLC
✚
|
149.7 M |