Position Wealth
Position Wealth is an SEC-registered wealth manager in The Woodlands, TX with $242.1M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Position Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 325116, SEC 801-127393, data through 2026-01-27.
- AUM (assets under management / regulatory AUM)
- $242.1M (2026-01-27)
- Firm type
- Wealth Manager
- Location
- The Woodlands, TX
- Employees
- 3
- Clients
- 217
- CRD
- 325116
- Ownership
- MARGER, CARY, SETH; ALLIZADEH AND MARGER CAPITAL LLC; ALLIZADEH, DANNY
How much AUM does Position Wealth have?
Position Wealth reported $242.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-27).
Who owns Position Wealth?
Disclosed owners and executives of Position Wealth include MARGER, CARY, SETH, ALLIZADEH AND MARGER CAPITAL LLC, ALLIZADEH, DANNY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.