Titan Wealth Management
Firm details
- Headquarters
- Blue Ash, Ohio
- CRD number
- 340051
- Website
- www.titanwealth.co
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Titan Wealth Management is an Ohio-based limited liability company that provides advisory services to individuals and small businesses. The firm is owned by an individual and lists a mix of client-facing services including financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and educational seminars or workshops. Titan charges clients on a percentage-of-assets basis and also uses fixed-fee arrangements. The firm is registered with the SEC (SEC Registered Year: Unknown) and is not structured as a multi-state adviser. Titan reports that it is not an active ESG investor.
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Brian Rigby
Chief Wealth AdvisorCRD 6138918
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Blue Ash, OH
Hamilton
Location
Blue Ash, OH
Headquartered in Blue Ash, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Hamilton
- Address
- 4555 Lake Forest Dr
- Time zone
- ET (UTC-5)
- Office locations
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