| Name | Title | Ownership | Since |
|---|---|---|---|
| Allizadeh and Marger Capital LLC Control | Owner | Over 75% | 2019 |
| Cary Seth Marger Control | Cco | Under 5% | 2019 |
| Danny Allizadeh Control | Managing Partner | Under 5% | 2019 |
Position Wealth LLC reports $206.2 million in regulatory assets under management on its Form ADV.
Position Wealth LLC reports 3 employees.
Position Wealth LLC is based in The Woodlands, TX and has been SEC-registered since 2023.
Position Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2001 Timberloch Place, Suite 500, The Woodlands, TX 77380 |
| Phone | 281-968-2780 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $206.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $206.2M |