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Building 2TITAN WEALTH MANAGEMENT, LLC

Map pinPLANO, TX
Phone972.378.9494
NotebookSEC #801-68126
Total AUM
$49.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2400 DALLAS PARKWAY
SUITE 510
PLANO
TX 75093
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
972.378.9494

ReceiptFinancials

Total AUM
$49.8M
Accounts
569
Discretionary
$0
Accounts
0
Non-Discretionary
$49.8M
Accounts
569

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
TX

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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