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POSITION WEALTH
POSITION WEALTH LLC
CRD 325116 · SEC 801-127393
2001 TIMBERLOCH PLACE, SUITE 500, THE WOODLANDS, TX, 77380, United States
Phone
281-968-2780
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$242.1M
Discretionary AUM
$242.1M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-27
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 142 | $37.1M |
| High net worth individuals | 73 | $205.0M |
| Charitable organizations | 1 | $9K |
| Corporations/business entities | 1 | $13K |
States served
CA, LA, NV, UT, TX, FL
All web addresses on file
Official SEC filing: View on IAPD