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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Capital fusion
- Established Date
- 02-27-2023
- Office Locations
- 2
Office Locations
About Position Wealth
Position Wealth is an SEC-registered RIA based in The Woodlands, TX providing comprehensive financial planning and investment management for individuals and families. The firm focuses on disciplined, diversified portfolios aligned to risk tolerance and time horizon, plus ongoing coaching and education around markets, retirement, and tax decisions. Client accounts clear/custody through Fidelity/National Financial Services, and the team publishes the Positioning for Wealth newsletter and hosts Lunch & Learns.
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Owner & Executives
DANNY ALLIZADEH
Financial Advisor, General Partner, Managing Partner
- CRD
- #3132836
- Ownership
- Less than 5%
CARY SETH MARGER
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #5746211
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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DARIAN JOSEPH ALLIZADEH
--
- CRD
- #7117220
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $242,108,683 | $1,126,087 |
| Non-Discretionary | $0 | -- |
| Total | $242,108,683 | $1,126,087 |
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Separately Managed Accounts
Total SMA Asset: $242,108,683
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,071,971,607 | 30.6% |
| Equity - Exchange | $1,215,601,790 | 34.7% |
| Cash | $1,215,601,789 | 34.7% |
| Total | $3,503,175,186 | 100.0% |