Titletown Wealth Management, LLC
● SEC registered since 2021CRD 307752SEC# 801-121461Green Bay, WI
Reg. AUM
$150.3M
Employees
2
Accounts
731
Location
Green Bay, WI
Titletown Wealth Management, LLC assets under management
Titletown Wealth Management, LLC is an SEC-registered investment adviser based in Green Bay, WI. The firm has been registered since 2021. It reports $150.3 million in regulatory assets under management and employs 2 people.
Titletown Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam David Gafner Control | Managing Partner | 50-75% | 2020 |
| Gary T Brewton Control | Managing Partner / Cco | 50-75% | 2020 |
Frequently asked questions
How much does Titletown Wealth Management, LLC manage?
Titletown Wealth Management, LLC reports $150.3 million in regulatory assets under management on its Form ADV.
How many employees does Titletown Wealth Management, LLC have?
Titletown Wealth Management, LLC reports 2 employees.
Where is Titletown Wealth Management, LLC located?
Titletown Wealth Management, LLC is based in Green Bay, WI and has been SEC-registered since 2021.
Does Titletown Wealth Management, LLC disclose fund performance?
Titletown Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1221 Bellevue Street, Suite 102, Green Bay, WI 54302 |
| Phone | (920) 468-7443 |
| Fax | (920) 468-7494 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$150.3M▲ 29%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$150.3Mregulatory AUM
Discretionary $150.3M