# POSITION WEALTH

POSITION WEALTH is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://positionwealth.com
- **LinkedIn:** https://www.linkedin.com/company/position-wealth

## Regulatory record

- **CRD number:** 325116
- **SEC file number:** 801-127393
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/325116

## About

POSITION WEALTH is an SEC-registered investment adviser in THE WOODLANDS, TX, registered since 2023. The firm manages approximately $242 million in regulatory assets. It has 3 employees and 3 investment advisers.

## Questions

### Who runs investment decisions at POSITION WEALTH?

POSITION WEALTH has not publicly named any investment decision-makers. Without disclosed principals or an advisory team, the investment governance structure remains unknown.

### How does POSITION WEALTH source proprietary deal flow?

There is no public information about POSITION WEALTH's sourcing model. The firm does not appear to maintain a visible network of external advisors or investment origination partners.

### Does POSITION WEALTH participate in fund commitments or only direct deals?

No fund commitments or direct deals are publicly attributable to POSITION WEALTH. The firm's investment approach—whether primary funds, secondaries, direct equity, or co-investments—is not known.

### What is POSITION WEALTH's known posture on co-investments alongside external GPs?

POSITION WEALTH has not publicly disclosed any co-investment activity alongside external managers. The firm's approach to co-investments is unconfirmed.

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Last updated: 2026-07-06T01:24:23.473Z

Canonical page: https://altss.com/profile/position-wealth

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