SourcingSourcing

TITLETOWN WEALTH MANAGEMENT, LLC

C49
CRD 307752·SEC 801-121461·GREEN BAY, WI
AUM
$150.3M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$451K
@ 30% margin
Est. Deal Value
$3.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TITLETOWN WEALTH MANAGEMENT, LLC
CRD
307752
SEC file #
801-121461
EIN
—
DBA names
—

Economics

AUM
$150.3M
AUM band
$100M-$500M
AUM trajectory
'22'26
$112.0M → $150.3M▲ +34%
Client mix
Individuals Other305
Individuals High Net Worth154

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
7 advisors → 2 advisors▼ -71%
Primary office
GREEN BAY WI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/09/2026
ADV-W filed at
—
Website
titletownwm.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BREWTON, GARY, T
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BREWTON, GARY, T
GAFNER, ADAM, DAVID
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
TITLETOWNWM.COM
Rdap Domain Creation Date
2017-08-31T17:15:16Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.0997
Soi Zip Pct 200k Plus
0.0163
Soi Zip Returns 200k Plus
240
Soi Zip Total AGI
791,685
Fdic Zip Total Deposits
8,803,095,000
Fdic Zip Branch Count
189
Fdic Zip Top Banks
Associated Bank, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
Lpl Financial4
E*trade4
Fdic Zip Branches Raw
Bank of LuxemburgGreen Bay, WI
M&I Bank NortheastGreen Bay, WI
Fdic Zip HHI
2314.28
Fdic Zip Top Bank Share Pct
40.85
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-08-31T17:15:16Z
Rdap Domain Last Changed
2022-10-30T06:33:03Z
Rdap Nameservers
Ns31.domaincontrol.comNs32.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI54,199
Returns4,230
Stub 2
AGI189,205
Returns5,050
Stub 3
AGI164,192
Returns2,700
Soi Zip Total Business Income
17,808
Soi Zip Total Cap Gains
18,741
Soi Zip Total Dividends
13,050
Soi Zip Total Returns
14,740
Top Owner CRD
4998814
Trust Company Affiliate
No

People (2)

2
GAFNER, ADAM, DAVID
IAR · Direct Owner · 62.5%
4876791
BREWTON, GARY, T
IAR · Direct Owner · 62.5%
4998814