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TITLEIST ASSET MANAGEMENT, LLC

SAN ANTONIO, TX · CRD 323567 · IAPD ↗ · blumandwhite.com · 210-826-2424

$2.79BRegulatory AUM
25Advisory reps
41Employees
0Clients
251-500Planning clients
0Private funds
21States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
October 2026 — TITLEIST ASSET MANAGEMENT, LLC changed its website from visionbasedplanning.com to blumandwhite.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
October 2026 — TITLEIST ASSET MANAGEMENT, LLC added office(s): 15 -> 16 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
30
September 2026 — TITLEIST ASSET MANAGEMENT, LLC changed its website from highpoint-wealth.com to visionbasedplanning.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
30
August 2026 — TITLEIST ASSET MANAGEMENT, LLC changed its website from mosaicfinancialadvisers.com to highpoint-wealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
30
April 2026 — TITLEIST ASSET MANAGEMENT, LLC changed its website from paragonpwg.com to mosaicfinancialadvisers.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
April 2026 — TITLEIST ASSET MANAGEMENT, LLC shrank from 32 to 25 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
63
April 2026 — TITLEIST ASSET MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
30
December 2025 — TITLEIST ASSET MANAGEMENT, LLC changed its website from tamgmt.com to paragonpwg.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
December 2025 — TITLEIST ASSET MANAGEMENT, LLC added office(s): 14 -> 15 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — TITLEIST ASSET MANAGEMENT, LLC added office(s): 11 -> 14 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
84
April 2025 — TITLEIST ASSET MANAGEMENT, LLC grew from 18 to 32 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
68
December 2024 — TITLEIST ASSET MANAGEMENT, LLC reported RAUM up 41% ($1.40B -> $1.98B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
November 2024 — TITLEIST ASSET MANAGEMENT, LLC added office(s): 10 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — TITLEIST ASSET MANAGEMENT, LLC shrank from 27 to 18 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2024 — TITLEIST ASSET MANAGEMENT, LLC added office(s): 8 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
April 2024 — TITLEIST ASSET MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2024 — TITLEIST ASSET MANAGEMENT, LLC crossed $1B in regulatory AUM ($960.5M -> $1.40B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
47
March 2024 — TITLEIST ASSET MANAGEMENT, LLC notice-filed in CA, NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
February 2024 — TITLEIST ASSET MANAGEMENT, LLC notice-filed in IN, LA, MA, MO, NC, NE, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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