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TITLETOWN WEALTH MANAGEMENT, LLC

GREEN BAY, WI · CRD 307752 · IAPD ↗ · titletownwm.com · (920) 468-7443

$150.3MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2026 — TITLETOWN WEALTH MANAGEMENT, LLC reported RAUM up 29% ($116.2M -> $150.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.