RIA Intelligence

POSITION WEALTH LLC

Legal name: POSITION WEALTH

CRD #325116 SEC #801-127393 THE WOODLANDS, TX 281-968-2780
SEC Registered
Total AUM
$206.2M
Discretionary
$206.2M
Employees
3
Clients
0
Accounts
581

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 23, 2025
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ALLIZADEH, DANNYIMANAGING PARTNERNA Control
ALLIZADEH, DANNYIMANAGING PARTNERNA Control
ALLIZADEH, DANNYIMANAGING PARTNERNA Control
ALLIZADEH, DANNYIMANAGING PARTNERNA Control
ALLIZADEH, DANNYIMANAGING PARTNERNA Control
ALLIZADEH, DANNYIMANAGING PARTNERNA Control
ALLIZADEH, DANNYIMANAGING PARTNERNA Control
ALLIZADEH, DANNYIMANAGING PARTNERNA Control
ALLIZADEH, DANNYIMANAGING PARTNERNA Control
ALLIZADEH, DANNYIMANAGING PARTNERNA Control
MARGER, CARY, SETHICCONA Control
MARGER, CARY, SETHICCONA Control
MARGER, CARY, SETHICCONA Control
MARGER, CARY, SETHICCONA Control
MARGER, CARY, SETHICCONA Control
MARGER, CARY, SETHICCONA Control
MARGER, CARY, SETHICCONA Control
MARGER, CARY, SETHICCONA Control
MARGER, CARY, SETHICCONA Control
MARGER, CARY, SETHICCONA Control
ALLIZADEH AND MARGER CAPITAL LLCDEOWNERE Control
ALLIZADEH AND MARGER CAPITAL LLCDEOWNERE Control
ALLIZADEH AND MARGER CAPITAL LLCDEOWNERE Control
ALLIZADEH AND MARGER CAPITAL LLCDEOWNERE Control
ALLIZADEH AND MARGER CAPITAL LLCDEOWNERE Control
ALLIZADEH AND MARGER CAPITAL LLCDEOWNERE Control
ALLIZADEH AND MARGER CAPITAL LLCDEOWNERE Control
ALLIZADEH AND MARGER CAPITAL LLCDEOWNERE Control
ALLIZADEH AND MARGER CAPITAL LLCDEOWNERE Control
ALLIZADEH AND MARGER CAPITAL LLCDEOWNERE Control
ALLIZADEH AND MARGER CAPITAL LLCDEOWNERE Control
ALLIZADEH, DANNYIMANAGING PARTNERE Control
MARGER, CARY, SETHICCOC Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
ALLIZADEH, DANNYIALLIZADEH AND MARGER CAPITAL LLCE Control
ALLIZADEH, DANNYIALLIZADEH AND MARGER CAPITAL LLCE Control
ALLIZADEH, DANNYIALLIZADEH AND MARGER CAPITAL LLCE Control
ALLIZADEH, DANNYIALLIZADEH AND MARGER CAPITAL LLCE Control
ALLIZADEH, DANNYIALLIZADEH AND MARGER CAPITAL LLCE Control
ALLIZADEH, DANNYIALLIZADEH AND MARGER CAPITAL LLCE Control
ALLIZADEH, DANNYIALLIZADEH AND MARGER CAPITAL LLCE Control
ALLIZADEH, DANNYIALLIZADEH AND MARGER CAPITAL LLCE Control
MARGER, CARY, SETHIALLIZADEH AND MARGER CAPITAL LLCC Control
MARGER, CARY, SETHIALLIZADEH AND MARGER CAPITAL LLCC Control
MARGER, CARY, SETHIALLIZADEH AND MARGER CAPITAL LLCC Control
MARGER, CARY, SETHIALLIZADEH AND MARGER CAPITAL LLCC Control
MARGER, CARY, SETHIALLIZADEH AND MARGER CAPITAL LLCC Control
MARGER, CARY, SETHIALLIZADEH AND MARGER CAPITAL LLCC Control
MARGER, CARY, SETHIALLIZADEH AND MARGER CAPITAL LLCC Control
MARGER, CARY, SETHIALLIZADEH AND MARGER CAPITAL LLCC Control

Registrations

Federal

IA
Jun 23, 2025 REGISTERED

Notice Filings (7)

AZ CA FL LA NV TX UT

Address

2001 TIMBERLOCH PLACE
SUITE 500
THE WOODLANDS, TX 77380
United States
Phone: 281-968-2780