TITUS WEALTH MANAGEMENT
CRD #136970 SEC #801-80628 LARKSPUR, CA (415) 461-4800
SEC Registered
Total AUM
$574M
Discretionary
$574M
Employees
18
Clients
1
Accounts
1,463
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2022 | $574M | $574M | $0 | 18 | 85 |
| Apr 2022 | $574M | $574M | $0 | 18 | 85 |
| Apr 2022 | $574M | $574M | $0 | 18 | 85 |
| Mar 2022 | $572.8M | $572.8M | $0 | 18 | 85 |
| Dec 2021 | $507.4M | $507.4M | $0 | 20 | 45 |
| Nov 2021 | $507.4M | $507.4M | $0 | 20 | 45 |
| Nov 2021 | $507.4M | $507.4M | $0 | 20 | 45 |
| Apr 2021 | $507.4M | $507.4M | $0 | 20 | 45 |
| Apr 2021 | $507.4M | $507.4M | $0 | 20 | 45 |
| Mar 2021 | $507.4M | $507.4M | $0 | 20 | 45 |
| Mar 2021 | $372.7M | $372.7M | $0 | 22 | 41 |
| Dec 2020 | $372.7M | $372.7M | $0 | 22 | 41 |
| Sep 2020 | $372.7M | $372.7M | $0 | 22 | 41 |
| Jul 2020 | $372.7M | $372.7M | $0 | 22 | 41 |
| Jun 2020 | $372.7M | $372.7M | $0 | 22 | 41 |
| Jun 2020 | $372.7M | $372.7M | $0 | 22 | 41 |
| Apr 2020 | $372.7M | $372.7M | $0 | 22 | 41 |
| Apr 2020 | $372.7M | $372.7M | $0 | 22 | 41 |
| Mar 2020 | $372.7M | $372.7M | $0 | 22 | 41 |
| Feb 2020 | $387.7M | $387.7M | $0 | 19 | 105 |
| Jul 2019 | $387.7M | $387.7M | $0 | 19 | 105 |
| Apr 2019 | $387.7M | $387.7M | $0 | 19 | 105 |
| Mar 2019 | $389.9M | $389.9M | $0 | 19 | 105 |
| Feb 2019 | $408.3M | $408.3M | $0 | 20 | 86 |
| Nov 2018 | $408.3M | $408.3M | $0 | 20 | 86 |
| Jul 2018 | $408.3M | $408.3M | $0 | 20 | 86 |
| Jul 2018 | $408.3M | $408.3M | $0 | 20 | 86 |
| Mar 2018 | $408.3M | $408.3M | $0 | 20 | 86 |
| May 2017 | $318.6M | $318.6M | $0 | 20 | 1,300 |
| May 2017 | $318.6M | $318.6M | $0 | 20 | 1,300 |
| Mar 2017 | $318.6M | $318.6M | $0 | 20 | 1,300 |
| Dec 2016 | $171.6M | $171.6M | $0 | 9 | 253 |
| Nov 2016 | $171.6M | $171.6M | $0 | 9 | 253 |
| Nov 2016 | $171.6M | $171.6M | $0 | 9 | 253 |
| Oct 2016 | $171.6M | $171.6M | $0 | 9 | 253 |
| Sep 2016 | $171.6M | $171.6M | $0 | 9 | 253 |
| Sep 2016 | $171.6M | $171.6M | $0 | 9 | 253 |
| Jun 2016 | $171.6M | $171.6M | $0 | 9 | 253 |
| Mar 2016 | $171.6M | $171.6M | $0 | 9 | 253 |
| Mar 2015 | $170.3M | $170.3M | $0 | 9 | 253 |
| Jan 2015 | $113.8M | $113.8M | $0 | 8 | 253 |
| Dec 2014 | $113.8M | $113.8M | $0 | 7 | 253 |
| Nov 2014 | $109M | $109M | $0 | 7 | 253 |
| Mar 2012 | $58M | $57.7M | $348.1K | 1 | 253 |
| Feb 2012 | $58M | $57.7M | $348.1K | 1 | 253 |
| Aug 2010 | $42.2M | $41.9M | $352.9K | 5 | -- |
| Jul 2010 | $42.2M | $41.9M | $352.9K | 5 | -- |
| Jul 2010 | $42.2M | $41.9M | $352.9K | 5 | -- |
| Jan 2010 | $42.2M | $41.9M | $352.9K | 5 | -- |
| Oct 2009 | $62.7M | $62.7M | $0 | 5 | -- |
| Sep 2009 | $62.7M | $62.7M | $0 | 5 | -- |
| Mar 2009 | $62.7M | $62.7M | $0 | 5 | -- |
| Oct 2007 | $43.3M | $43M | $329K | 5 | -- |
| May 2007 | $43M | $43M | $0 | 5 | -- |
| May 2007 | $43M | $43M | $0 | 5 | -- |
DateJun 2022
Total AUM$574M
Discretionary$574M
Non-Disc.$0
Employees18
Clients85
DateApr 2022
Total AUM$574M
Discretionary$574M
Non-Disc.$0
Employees18
Clients85
DateApr 2022
Total AUM$574M
Discretionary$574M
Non-Disc.$0
Employees18
Clients85
DateMar 2022
Total AUM$572.8M
Discretionary$572.8M
Non-Disc.$0
Employees18
Clients85
DateDec 2021
Total AUM$507.4M
Discretionary$507.4M
Non-Disc.$0
Employees20
Clients45
DateNov 2021
Total AUM$507.4M
Discretionary$507.4M
Non-Disc.$0
Employees20
Clients45
DateNov 2021
Total AUM$507.4M
Discretionary$507.4M
Non-Disc.$0
Employees20
Clients45
DateApr 2021
Total AUM$507.4M
Discretionary$507.4M
Non-Disc.$0
Employees20
Clients45
DateApr 2021
Total AUM$507.4M
Discretionary$507.4M
Non-Disc.$0
Employees20
Clients45
DateMar 2021
Total AUM$507.4M
Discretionary$507.4M
Non-Disc.$0
Employees20
Clients45
DateMar 2021
Total AUM$372.7M
Discretionary$372.7M
Non-Disc.$0
Employees22
Clients41
DateDec 2020
Total AUM$372.7M
Discretionary$372.7M
Non-Disc.$0
Employees22
Clients41
DateSep 2020
Total AUM$372.7M
Discretionary$372.7M
Non-Disc.$0
Employees22
Clients41
DateJul 2020
Total AUM$372.7M
Discretionary$372.7M
Non-Disc.$0
Employees22
Clients41
DateJun 2020
Total AUM$372.7M
Discretionary$372.7M
Non-Disc.$0
Employees22
Clients41
DateJun 2020
Total AUM$372.7M
Discretionary$372.7M
Non-Disc.$0
Employees22
Clients41
DateApr 2020
Total AUM$372.7M
Discretionary$372.7M
Non-Disc.$0
Employees22
Clients41
DateApr 2020
Total AUM$372.7M
Discretionary$372.7M
Non-Disc.$0
Employees22
Clients41
DateMar 2020
Total AUM$372.7M
Discretionary$372.7M
Non-Disc.$0
Employees22
Clients41
DateFeb 2020
Total AUM$387.7M
Discretionary$387.7M
Non-Disc.$0
Employees19
Clients105
DateJul 2019
Total AUM$387.7M
Discretionary$387.7M
Non-Disc.$0
Employees19
Clients105
DateApr 2019
Total AUM$387.7M
Discretionary$387.7M
Non-Disc.$0
Employees19
Clients105
DateMar 2019
Total AUM$389.9M
Discretionary$389.9M
Non-Disc.$0
Employees19
Clients105
DateFeb 2019
Total AUM$408.3M
Discretionary$408.3M
Non-Disc.$0
Employees20
Clients86
DateNov 2018
Total AUM$408.3M
Discretionary$408.3M
Non-Disc.$0
Employees20
Clients86
DateJul 2018
Total AUM$408.3M
Discretionary$408.3M
Non-Disc.$0
Employees20
Clients86
DateJul 2018
Total AUM$408.3M
Discretionary$408.3M
Non-Disc.$0
Employees20
Clients86
DateMar 2018
Total AUM$408.3M
Discretionary$408.3M
Non-Disc.$0
Employees20
Clients86
DateMay 2017
Total AUM$318.6M
Discretionary$318.6M
Non-Disc.$0
Employees20
Clients1,300
DateMay 2017
Total AUM$318.6M
Discretionary$318.6M
Non-Disc.$0
Employees20
Clients1,300
DateMar 2017
Total AUM$318.6M
Discretionary$318.6M
Non-Disc.$0
Employees20
Clients1,300
DateDec 2016
Total AUM$171.6M
Discretionary$171.6M
Non-Disc.$0
Employees9
Clients253
DateNov 2016
Total AUM$171.6M
Discretionary$171.6M
Non-Disc.$0
Employees9
Clients253
DateNov 2016
Total AUM$171.6M
Discretionary$171.6M
Non-Disc.$0
Employees9
Clients253
DateOct 2016
Total AUM$171.6M
Discretionary$171.6M
Non-Disc.$0
Employees9
Clients253
DateSep 2016
Total AUM$171.6M
Discretionary$171.6M
Non-Disc.$0
Employees9
Clients253
DateSep 2016
Total AUM$171.6M
Discretionary$171.6M
Non-Disc.$0
Employees9
Clients253
DateJun 2016
Total AUM$171.6M
Discretionary$171.6M
Non-Disc.$0
Employees9
Clients253
DateMar 2016
Total AUM$171.6M
Discretionary$171.6M
Non-Disc.$0
Employees9
Clients253
DateMar 2015
Total AUM$170.3M
Discretionary$170.3M
Non-Disc.$0
Employees9
Clients253
DateJan 2015
Total AUM$113.8M
Discretionary$113.8M
Non-Disc.$0
Employees8
Clients253
DateDec 2014
Total AUM$113.8M
Discretionary$113.8M
Non-Disc.$0
Employees7
Clients253
DateNov 2014
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees7
Clients253
DateMar 2012
Total AUM$58M
Discretionary$57.7M
Non-Disc.$348.1K
Employees1
Clients253
DateFeb 2012
Total AUM$58M
Discretionary$57.7M
Non-Disc.$348.1K
Employees1
Clients253
DateAug 2010
Total AUM$42.2M
Discretionary$41.9M
Non-Disc.$352.9K
Employees5
Clients--
DateJul 2010
Total AUM$42.2M
Discretionary$41.9M
Non-Disc.$352.9K
Employees5
Clients--
DateJul 2010
Total AUM$42.2M
Discretionary$41.9M
Non-Disc.$352.9K
Employees5
Clients--
DateJan 2010
Total AUM$42.2M
Discretionary$41.9M
Non-Disc.$352.9K
Employees5
Clients--
DateOct 2009
Total AUM$62.7M
Discretionary$62.7M
Non-Disc.$0
Employees5
Clients--
DateSep 2009
Total AUM$62.7M
Discretionary$62.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$62.7M
Discretionary$62.7M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$43.3M
Discretionary$43M
Non-Disc.$329K
Employees5
Clients--
DateMay 2007
Total AUM$43M
Discretionary$43M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$43M
Discretionary$43M
Non-Disc.$0
Employees5
Clients--