Position Wealth LLC
● SEC registered since 2023CRD 325116SEC# 801-127393The Woodlands, TX
Reg. AUM
$242.1M
Employees
3
Accounts
215
Location
The Woodlands, TX
Position Wealth LLC assets under management
Position Wealth LLC is an SEC-registered investment adviser based in The Woodlands, TX. The firm has been registered since 2023. It reports $242.1 million in regulatory assets under management and employs 3 people.
Position Wealth LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Allizadeh and Marger Capital LLC Control | Owner | Over 75% | 2019 |
| Cary Seth Marger Control | Cco | Under 5% | 2019 |
| Danny Allizadeh Control | Managing Partner | Under 5% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Position Wealth LLC manage?
Position Wealth LLC reports $242.1 million in regulatory assets under management on its Form ADV.
How many employees does Position Wealth LLC have?
Position Wealth LLC reports 3 employees.
Where is Position Wealth LLC located?
Position Wealth LLC is based in The Woodlands, TX and has been SEC-registered since 2023.
Does Position Wealth LLC disclose fund performance?
Position Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2001 Timberloch Place, Suite 500, The Woodlands, TX 77380 |
| Phone | 281-968-2780 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$242.1M▲ 17%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$242.1Mregulatory AUM
Discretionary $242.1M