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Position Wealth

Position Wealth. CRD 325116

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CRD: 325116

Position Wealth

THE Woodlands, TX, 77380
2819682780
$242.1M Total AUM
$242.1M Disc. AUM
-- 3Y CAGR
3 Employees
217 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
Capital fusion
Established Date
02-27-2023
Office Locations
2

Office Locations

2001 Timberloch Place Suite 500 THE Woodlands TX
-- Phoneix AZ

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.

Team overview

48 AVG AGE
$80.7M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
2.7 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Legacy fusion Atlas unison Alpha harbor Radial unison Ridge pioneer

Custodian

Quantum value Summit Quantum wave Ember Prime Legacy Unison foundation Foundation

Fund Managers

Beacon horizon

Investment Themes

Matrix Summit focus

Investment Vehicles

Frontier

Platform

Insight catalyst

Services

Pathway horizon Legacy catalyst Legacy glacier Bridge Matrix Insight Insight

Technology

Legacy

Owner & Executives

DANNY ALLIZADEH

DANNY ALLIZADEH

Financial Advisor, General Partner, Managing Partner

CRD
#3132836
Ownership
Less than 5%
(316) 773-4742
crest.zenith@atlascapital.com
in linkedin.com/in/ember-delta
C

CARY SETH MARGER

Chief Compliance Officer, Financial Advisor, General Partner

CRD
#5746211
Ownership
Less than 5%
(684) 287-3665
optima.glacier@timbercapital.com
in linkedin.com/in/signal-frontier

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Contacts

D

DARIAN JOSEPH ALLIZADEH

--

CRD
#7117220
(690) 837-3646
fusion.crest@optimacapital.com
in linkedin.com/in/pioneer-signal

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-21-2023
07-24-2024
06-23-2025
01-27-2026
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

$242.1M Total SMA
Public Funds:
30.6%
Equity - Exchange:
34.7%
Cash:
34.7%
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%

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