RIA Intelligence

TITLETOWN WEALTH MANAGEMENT, LLC

CRD #307752 SEC #801-121461 GREEN BAY, WI (920) 468-7443
SEC Registered
Total AUM
$116.2M
Discretionary
$116.2M
Employees
3
Clients
0
Accounts
448

AUM Over Time

DateOct 2025
Total AUM$116.2M
Discretionary$116.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$116.2M
Discretionary$116.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$108.5M
Discretionary$108.5M
Non-Disc.$0
Employees3
Clients0
DateJul 2023
Total AUM$94M
Discretionary$94M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$94M
Discretionary$94M
Non-Disc.$0
Employees3
Clients0
DateMay 2022
Total AUM$110.4M
Discretionary$110.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$110.4M
Discretionary$110.4M
Non-Disc.$0
Employees7
Clients0
DateJul 2021
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees7
Clients0
DateJun 2021
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees7
Clients0
DateMay 2021
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees7
Clients0