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POSITION WEALTH
2001 Timberloch Place
Suite 500
The Woodlands, Texas 77380
Tel: 281-968-2780
About POSITION WEALTH
POSITION WEALTH, formally registered with the SEC as POSITION WEALTH. The firm was established in 02/27/2023. They have over 4 offices throughout the country.
POSITION WEALTH is a The Woodlands, Texas based Financial Planning firm with nearly $206,173,951 assets under management, offering retirement planning & investment advisory services to 581 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 325116 |
| SEC# | 801-127393 |
| Assets Managed by Firm | $206,173,951 |
| No. of Clients | 581 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 581 | $206,173,951 |
| Individuals (other than high net worth individuals) | 140 | $41,755,346 |
| High net worth individuals | 65 | $164,401,088 |
| Charitable organizations | 1 | $4,500 |
| Corporations or other businesses | 1 | $13,017 |
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|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $298,729,428,900 | 360116 | 4065 | |
| $151,257,095,924 | 2923 | 481 | |
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| $118,041,119,970 | 827 | 319 |
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