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TITLETOWN WEALTH MANAGEMENT, LLC
CRD 307752 · SEC 801-121461
1221 BELLEVUE STREET, SUITE 102, GREEN BAY, WI, 54302, United States
Phone
(920) 468-7443
Fax
(920) 468-7494
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$150.3M
Discretionary AUM
$150.3M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 305 | $14.2M |
| High net worth individuals | 154 | $134.1M |
States served
GA, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD