Titletown Wealth Management, LLC
Titletown Wealth Management, LLC is an SEC-registered mass-market adviser in Green Bay, WI with $150.3M assets under management (AUM, regulatory AUM), +38% over one year. See who owns Titletown Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 307752, SEC 801-121461, data through 2026-02-09.
- AUM (assets under management / regulatory AUM)
- $150.3M (2026-02-09)
- Firm type
- Mass-Market Adviser
- Location
- Green Bay, WI
- Employees
- 2
- Clients
- 459
- CRD
- 307752
- Ownership
- GAFNER, ADAM, DAVID; BREWTON, GARY, T; HORN, DAVID, ALAN
How much AUM does Titletown Wealth Management, LLC have?
Titletown Wealth Management, LLC reported $150.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-09).
Who owns Titletown Wealth Management, LLC?
Disclosed owners and executives of Titletown Wealth Management, LLC include GAFNER, ADAM, DAVID, BREWTON, GARY, T, HORN, DAVID, ALAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.