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Home > Retirement Planners > wisconsin > green bay > TITLETOWN WEALTH MANAGEMENT, LLC
TITLETOWN WEALTH MANAGEMENT, LLC
1221 Bellevue Street
Suite 102
Green Bay, Wisconsin 54302
Tel: (920) 468-7443
About TITLETOWN WEALTH MANAGEMENT, LLC
TITLETOWN WEALTH MANAGEMENT, LLC, formally registered with the SEC as TITLETOWN WEALTH MANAGEMENT, LLC. The firm was established in 07/21/2021. They have over 2 offices throughout the country.
TITLETOWN WEALTH MANAGEMENT, LLC is a Green Bay, Wisconsin based Financial Planning firm with nearly $108,517,715 assets under management, offering retirement planning & investment advisory services to 814 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 307752 |
| SEC# | 801-121461 |
| Assets Managed by Firm | $108,517,715 |
| No. of Clients | 814 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 814 | $108,517,715 |
| Individuals (other than high net worth individuals) | 293 | $10,962,708 |
| High net worth individuals | 132 | $95,020,203 |
| Pension and profit sharing plans | 12 | $2,534,804 |
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