# Titletown Wealth Management, LLC

> Titletown Wealth Management, LLC is an SEC-registered investment advisory firm in Green Bay, WI, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 9, 2026.

- CRD: 307752
- Filed as: TITLETOWN WEALTH MANAGEMENT, LLC
- Also doing business as: KEY FINANCIAL GROUP OF JACKSONVILLE, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Green Bay, WI
- Filing period: October 2026
- Form ADV filing dated: February 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307752
- AdvisorCensus page: https://advisorcensus.com/firm/titletown-wealth-management-llc-green-bay-wi-307752

## Quick answers

**How is Titletown Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Titletown Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Titletown Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated February 9, 2026 states: Hourly rate: $200 to $300 an hour (Financial planning services); Flat fee: $500 to $7,500 (longer-term consulting projects). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Titletown Wealth Management, LLC located?**
Titletown Wealth Management, LLC's principal office is in Green Bay, WI, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Titletown Wealth Management, LLC registered with the SEC or a state?**
Titletown Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 307752.

**How much does Titletown Wealth Management, LLC manage?**
Titletown Wealth Management, LLC reports $150,280,357 in regulatory assets under management in its Form ADV filing dated February 9, 2026 (100% discretionary).

**How have Titletown Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Titletown Wealth Management, LLC: Regulatory assets under management: $111,992,676 in the October 2021 data and $150,280,357 in the October 2026 data, up 34%. Total employees: 7 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Titletown Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (305); high net worth individuals (154).

**Which custodians does Titletown Wealth Management, LLC use?**
Titletown Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and LPL Financial LLC as custodians holding 10% or more of its separately managed account assets.

**Does Titletown Wealth Management, LLC 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/307752

**Does Titletown Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 9, 2026 says: "There is no minimum account size to open and maintain an advisory account."

**What changed in Titletown Wealth Management, LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 3 to 2. Regulatory assets under management went from $116,233,307 to $150,280,357 (+29%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 9, 2026)

- Account minimum: None

> There is no minimum account size to open and maintain an advisory account.

- Hourly rate: $200 to $300 an hour (Financial planning services)

> Hourly fees range from $200 - $300 per hour, depending on what is negotiated between TWM and the client.

- Flat fee: $500 to $7,500 (longer-term consulting projects)

> Fixed fees for longer-term consulting projects range from $500 to $7,500 per project.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $150,280,357
- Discretionary: $150,280,357
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 305 | $14,166,853 |
| High net worth individuals | 154 | $134,120,900 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,992,604 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Jacksonville, FL

### Websites listed on Form ADV (Item 1.I)
- titletownwm.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $111,992,676 | 7 | July 23, 2021 |
| October 2022 | $110,400,000 | 7 | May 9, 2022 |
| October 2023 | $94,004,601 | 3 | July 20, 2023 |
| October 2024 | $108,517,715 | 3 | March 28, 2024 |
| October 2025 | $116,233,307 | 3 | March 19, 2025 |
| October 2026 | $150,280,357 | 2 | February 9, 2026 |

Regulatory assets under management: $111,992,676 in the October 2021 data and $150,280,357 in the October 2026 data, up 34%.
Total employees: 7 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 3 to 2.
- Regulatory assets under management went from $116,233,307 to $150,280,357 (+29%).

### November 2025
- Added an office in Jacksonville, FL.
- No longer lists an office in Saint Augustine, FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Titletown Wealth Management, LLC (CRD 307752): Form ADV filing data as of October 2026.