# Position Wealth

> Position Wealth is an SEC-registered investment advisory firm in The Woodlands, TX, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 28, 2026.

- CRD: 325116
- Filed as: POSITION WEALTH
- Legal name: Position Wealth LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: The Woodlands, TX
- Filing period: October 2026
- Form ADV filing dated: July 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325116
- AdvisorCensus page: https://advisorcensus.com/firm/position-wealth-the-woodlands-tx-325116

## Quick answers

**How is Position Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Position Wealth reports these compensation arrangements: a percentage of assets under its management.

**Where is Position Wealth located?**
Position Wealth's principal office is in The Woodlands, TX, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Position Wealth registered with the SEC or a state?**
Position Wealth is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325116.

**How much does Position Wealth manage?**
Position Wealth reports $242,108,683 in regulatory assets under management in its Form ADV filing dated July 28, 2026 (100% discretionary).

**How have Position Wealth's assets and staff changed since 2023?**
In the Form ADV data for Position Wealth: Regulatory assets under management: $153,188,151 in the October 2023 data and $242,108,683 in the October 2026 data, up 58%. Total employees: 2 in October 2023 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Position Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (142); high net worth individuals (73); charitable organizations (1).

**Does Position Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/325116

**What changed in Position Wealth's recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in NJ, PA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $242,108,683
- Discretionary: $242,108,683
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 142 | $37,125,735 |
| High net worth individuals | 73 | $204,960,600 |
| Charitable organizations | 1 | $9,375 |
| Corporations or other businesses not listed above | 1 | $12,973 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, LA, NJ, NV, PA, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Las Vegas, NV

### Websites listed on Form ADV (Item 1.I)
- positionwealth.com
- Facebook @PositionWealth
- Instagram @positionwealth
- LinkedIn @position-wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $153,188,151 | 2 | July 21, 2023 |
| October 2024 | $166,365,426 | 2 | July 24, 2024 |
| October 2025 | $206,173,951 | 3 | June 23, 2025 |
| October 2026 | $242,108,683 | 3 | July 28, 2026 |

Regulatory assets under management: $153,188,151 in the October 2023 data and $242,108,683 in the October 2026 data, up 58%.
Total employees: 2 in October 2023 and 3 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in NJ, PA.

### February 2026
- Regulatory assets under management went from $206,173,951 to $242,108,683 (+17%).

### January 2026
- No longer registered or notice-filed in AZ.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Position Wealth (CRD 325116): Form ADV filing data as of October 2026.