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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Titletown Wealth Management LLC
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|---|---|
| CRD # | 307752 |
| SEC # | 801-121461 |
| CIK # | |
| AUM | $116.2 M (2025-03-19) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 920-468-7443 |
| Address | 1221 Bellevue Street Green Bay, WI 54302 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 299 | 12.3 |
| (b) Individuals (high net worth individuals) | 137 | 101.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 2.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 448 | 116.2 |
| By Discretionary | ||
| Discretionary | 448 | 116.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 448 | 116.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 116.2 | |
| Total | 448 | 116.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Michael D Taxman Investment Management LLC
✚
|
NH | 0.1 |
|
Fortress Financial Solutions LLC
✚
|
AZ | 0.1 |
|
Maya Advisors Inc
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|
CA | 0.1 |
|
Rheeco Inc
✚
|
MA | 0.1 |
|
Wealth Management Solutions LLC
✚
|
0.1 | |
|
Sankala Group LLC
✚
|
0.1 | |
|
David James Financial
✚
|
IA | 0.1 |
|
Horizon Capital Management LLC
✚
|
IL | 0.1 |
|
Harbor Hills Inc
✚
|
CA | 0.1 |
|
Chipser Wealth Management LLC
✚
|
FL | 0.1 |