RIA Intel›Advisers›California›TITUS WEALTH MANAGEMENT

TITUS WEALTH MANAGEMENT

Advisory

N·LARKSPUR, CA

Data as of Jun 10, 2022 · Source: SEC Form ADV

Total AUM

$574M

1-Year AUM Growth

+13.1%

3-Year CAGR

+14.6%

Employees

18

Assets Under Management

Total AUM$574M

Discretionary AUM$574M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees18

Investment Advisers18

Employee Growth (1Y)—

Filing History

Total Filings on Record59

First FilingMay 17, 2007

Latest FilingJun 10, 2022

🔒 Full AUM trend chart and 59 historical filings spanning 15+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TITUS WEALTH MANAGEMENT

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.