CRD: 307752
Titletown Wealth Management, LLC
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-29-2020
- Office Locations
- 1
Office Locations
About Titletown Wealth Management, LLC
Titletown Wealth Management, LLC is a Green Bay, WI RIA providing fiduciary financial planning and portfolio management, with insurance and retirement-plan support for households including retirees. Portfolios are primarily implemented with ETFs and public mutual funds. The team includes Accredited Investment Fiduciary Analysts and follows Global Standards; custody available via Schwab or LPL.
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Owner & Executives
GARY T BREWTON
Certified Financial Planner, Chief Compliance Officer, Managing Partner
- CRD
- #4998814
- Ownership
- 50% but less than 75%
ADAM DAVID GAFNER
Managing Partner
- CRD
- #4876791
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $150,280,357 | $205,582 |
| Non-Discretionary | $0 | -- |
| Total | $150,280,357 | $205,582 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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