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POSITION WEALTH

THE WOODLANDS, TX · CRD 325116 · IAPD ↗ · 281-968-2780

$242.1MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
August 2026 — POSITION WEALTH notice-filed in NJ, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
August 2024 — POSITION WEALTH notice-filed in AZ, NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
August 2024 — POSITION WEALTH added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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