Titus Wealth Management is a large advisory firm based in Larkspur. It manages $387.7 million of regulatory assets for 1,308 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Arizona, California, Louisiana, and 6 other states.
Titus Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Titus Wealth Management is $387.7 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 519% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Titus Wealth Management for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Titus Wealth Management is high net worth individuals with 305 clients and $189.94 million of assets under management. Among the 8 most similar advisory firms, Titus Wealth Management has the 3rd lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $377.42 million for 1,301 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Titus Wealth Management doesn't advise any private funds.
The company employs 19 people that are either part- or full-time employees. 63 percent of the employees work as investment advisers or researchers. 10 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
The principal office where Titus Wealth Management performs its advisory services is located at 700 Larkspur Landing Circle, Larkspur, CA 94939, which is also the mailing address of the firm. An additional office of the firm is in Folsom, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (415) 461-4800 or by fax (415) 461-4805. The normal business hours are 9:00 - 4:00 on Monday - Friday. You can find more information about the New York firm at tituswealth.com.