# Titletown Wealth Management

Titletown Wealth Management is a Multi Family Office based in Green Bay, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Green Bay, United States
- **Region:** North America
- **Address:** Green Bay, WI, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** titletownwm.com
- **LinkedIn:** https://www.linkedin.com/company/titletown-wealth-management

## Regulatory record

- **CRD number:** 307752
- **SEC file number:** 801-121461
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-09T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/307752

## About

Titletown Wealth Management formed in 2020 as a Wisconsin-domiciled registered investment advisor, filing its initial Form ADV with the SEC that year. The firm is headquartered in Green Bay and structures its client engagements around fee-only advisory — billing hourly or on an assets-under-management basis rather than through brokerage commissions or product trails. Its client base, per regulatory filings, includes both individuals and high-net-worth individuals, a category the SEC defines as clients with at least $1.1 million under management or a net worth exceeding $2.2 million. The firm's service model covers three core verticals visible in its ADV disclosures: financial planning, estate planning, and portfolio management. Portfolio construction appears to rely on publicly available securities — equities, fixed income, and mutual funds — with no evidence from public filings of alternative-asset access, private placement capability, or bespoke direct-investment programs. No discrete portfolio companies or named co-investors appear in public records. As a boutique RIA, Titletown is a small-team operation. The firm's Form ADV does not list a large professional headcount, and no secondary offices are disclosed. There are no known affiliated entities — no philanthropic foundations, real-asset arms, or membership-based investor clubs operating under the Titletown umbrella. What distinguishes Titletown structurally from a generic wealth manager is its fee-only, fiduciary-only architecture in a secondary market. Most advisory shops in Green Bay operate hybrid registered-rep models that permit commission-based insurance and annuity sales alongside advisory fees. Titletown's pure RIA structure legally binds it to a fiduciary standard on every client engagement — a genuine governance difference, even if the investment toolkit itself is conventional.

## Questions

### How does Titletown charge for its services?

Titletown is a fee-only RIA. It charges clients through asset-based fees calculated as a percentage of managed assets, flat retainer fees, or hourly billing arrangements — or some combination. The firm does not earn commissions, 12b-1 fees, or revenue-sharing payments from product providers, which removes the economic incentive to recommend one mutual fund or insurance product over another.

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Last updated: 2026-08-11T02:43:31.692Z

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