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TITUS WEALTH MANAGEMENT
LARKSPUR, CA
(415) 461-4800
SEC #801-80628Total AUM
$574M
Employees
18Clients
966Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
700 LARKSPUR LANDING CIRCLE
SUITE 109
LARKSPUR
CA 94939
United States
SUITE 109
LARKSPUR
CA 94939
United States
Operating Hours
9:00 - 4:00
Monday - Friday
Monday - Friday
Phone
(415) 461-4800
Other Offices
2
Financials
Total AUM
$574M
Accounts
1,463Discretionary
$574M
Accounts
1,463Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
565AUM
$136.1M
HNW Individual Clients
384AUM
$412.1M
Pension/Profit Sharing Plan Clients
7AUM
$6.1M
Charitable Organization Clients
5AUM
$7M
Corporation or Business Clients
5AUM
$12.7M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator False Statement/Dishonesty
State Registrations
AZCACTFLIDLAMANHNJNVNYORPATXWA
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.