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Titletown Wealth Management, LLC

● SEC registered since 2021CRD 307752SEC# 801-121461Green Bay, WI
Export (members)
Reg. AUM
$116.2M
Employees
3
Accounts
448
Location
Green Bay, WI

Titletown Wealth Management, LLC assets under management

Titletown Wealth Management, LLC is an SEC-registered investment adviser based in Green Bay, WI. The firm has been registered since 2021. It reports $116.2 million in regulatory assets under management and employs 3 people.
www.titletownwm.comView on SEC.gov ↗

Titletown Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Adam David Gafner ControlManaging Partner50-75%2020
Gary T Brewton ControlManaging Partner / Cco50-75%2020

Frequently asked questions

How much does Titletown Wealth Management, LLC manage?

Titletown Wealth Management, LLC reports $116.2 million in regulatory assets under management on its Form ADV.

How many employees does Titletown Wealth Management, LLC have?

Titletown Wealth Management, LLC reports 3 employees.

Where is Titletown Wealth Management, LLC located?

Titletown Wealth Management, LLC is based in Green Bay, WI and has been SEC-registered since 2021.

Does Titletown Wealth Management, LLC disclose fund performance?

Titletown Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1221 Bellevue Street, Suite 102, Green Bay, WI 54302
Phone(920) 468-7443
Fax(920) 468-7494
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$116.2M
Non-discretionary$0
Total (RAUM)$116.2M