TITLETOWN WEALTH MANAGEMENT, LLC

Overview

Titletown Wealth Management, LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm, SEC-registered in 2021 and organized as an individual-owned LLC, runs a fee schedule that includes percentage-of-AUM billing as well as hourly and fixed-fee arrangements. Investment activity is heavily equity oriented: the firm shows a clear preference for exchange-traded equities as the primary building block of client portfolios. Titletown does not position itself as a capital allocator, is not an active ESG investor, and does not act as a pension consultant or related adviser. Portfolio construction appears centered on liquid, tradable equity exposures supplemented by standard wealth-management vehicles (mutual funds and annuities) and selected allocations to third-party alternative managers. The business model emphasizes discretionary management (the firm reports its assets as discretionary) and tailored planning for individual and family clients rather than institutional mandates.

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Location & Offices