Sign in Sign up for free

Titus Wealth Management, Incorp[Orated (Larkspur)


Titus Wealth Management, Incorp[Orated is an adviser based in Larkspur. It manages $58.05 million of regulatory assets for 255 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.




Titus Wealth Management, Incorp[Orated provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Titus Wealth Management, Incorp[Orated: assets under management

The assets under management (AUM) of Titus Wealth Management, Incorp[Orated is $58.05 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $57.7 million in discretionary accounts and $348.07 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $228.07 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $174.03 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Titus Wealth Management, Incorp[Orated for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Larkspur

The principal office where Titus Wealth Management, Incorp[Orated performs its advisory services is located at 700 Larkspur Landing Circle, Larkspur, CA 94939, which is also the mailing address of the firm. An additional office of the firm is in San Mateo, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (415) 461-4800 or by fax (415) 461-4805. The normal business hours are 9:00 - 4:00 on Monday - Friday.


Registered investment advisers similar to Titus Wealth Management, Incorp[Orated