SEC Form ADV

TITLETOWN WEALTH MANAGEMENT, LLC

Firm profile: Titletown Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserWI
$150.3M
Assets Under Management
731
Total Clients
2
Employees
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Registration Details

Accession
CRD-307752
Location
GREEN BAY, WI
Filing Date
February 9, 2026
AUM
$150.3M
Total Clients
731
Employees
2
Amendment
No

Client Types

IndividualsHNW IndividualsPension Plans

About this Adviser

TITLETOWN WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in GREEN BAY, WI, managing approximately $150.3M in assets across 731 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.