LP Profile

Titletown Wealth Management

Also known as titletown wealth

Wealth ManagerGreen Bay, United StatesFounded 2020
$110M
Assets Under Management
Green Bay
Headquarters
Investment Focus

About Titletown Wealth Management

Titletown Wealth Management. A full service financial planning firm located in Green Bay, WI.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Titletown Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$150.3M
Total Clients
731
Filing Date
February 9, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to Titletown Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is Titletown Wealth Management?

Titletown Wealth Management is a wealth manager based in Green Bay, United States, managing approximately $110M in assets.

Where is Titletown Wealth Management headquartered?

Titletown Wealth Management is headquartered in Green Bay, United States.

How much does Titletown Wealth Management manage?

Titletown Wealth Management manages approximately $110M in assets under management.

When was Titletown Wealth Management founded?

Titletown Wealth Management was founded in 2020.

How can I contact Titletown Wealth Management?

Verified contact details, key decision-makers, and investment preferences for Titletown Wealth Management are available on LPbacked. Create a free account to access them.