Titletown Wealth Management, LLC

Titletown Wealth Management, LLC is a Registered Investment Adviser based in Green Bay, Wisconsin, established in April 2020 and registered with the U.S. Securities and Exchange Commission in June 2021. The firm offers investment advisory services tailored to meet clients' needs and objectives, including asset allocation strategies and financial planning consulting. Clients have the option for discretionary or non-discretionary investment advisory services through managed account programs. The firm charges asset management fees ranging from 0.75% to 1.50% annually based on assets under management, with fees assessed quarterly in advance. Financial planning services are charged through fixed fees or hourly arrangements. TWM does not charge performance-based fees or engage in side-by-side management. The firm serves individuals and high net worth individuals with no minimum account size requirement. Investment strategies may include asset allocation, dollar-cost averaging, technical analysis, and long-term or short-term purchases. TWM does not have physical custody of client funds and securities, and clients receive account statements from an independent custodian at least quarterly. Clients may grant TWM discretionary authority over their accounts, with limitations allowed upon written notification. TWM does not vote proxies on behalf of clients and does not compensate for client referrals.