{"url":"https://nivawealth.com/firms/position-wealth-325116","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/325116","regulatoryAum":242108683,"crd":"325116","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"3132836","suffix":null,"lastName":"ALLIZADEH","firstName":"DANNY","middleName":null},{"crd":"7117220","suffix":null,"lastName":"ALLIZADEH","firstName":"DARIAN","middleName":"JOSEPH"},{"crd":"5746211","suffix":null,"lastName":"MARGER","firstName":"CARY","middleName":"SETH"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2023-07-21","regulatoryAum":153188151,"clients":182,"employees":2,"offices":2},{"filedOn":"2024-07-24","regulatoryAum":166365426,"clients":183,"employees":2,"offices":4},{"filedOn":"2025-06-23","regulatoryAum":206173951,"clients":207,"employees":3,"offices":3},{"filedOn":"2026-07-28","regulatoryAum":242108683,"clients":217,"employees":3,"offices":3}],"secFileNumber":"801-127393","legalName":"Position 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They include 142 individual clients, 73 high-net-worth individuals and 1 charitable organization.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 28 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Position Wealth offer?","answer":"Position Wealth provides portfolio management for individuals and small businesses, selecting other managers, and insurance.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Position Wealth charge?","answer":"Position Wealth charges 0.25%–1.50% a year for its Investment Management Fee. The fee is billed in advance and is negotiable.","source":"POSITION WEALTH LLC DISCLOSURE BROCHURE, filed 27 January 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"How many financial advisors does Position Wealth have?","answer":"Position Wealth has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Position Wealth invest in?","answer":"At the end of its last fiscal year, Position Wealth’s separately managed accounts held 72% registered funds (mutual funds, ETFs, BDCs), 20% exchange-traded equities and 8% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Position Wealth?","answer":"Position Wealth is owned through a holding company by Danny Allizadeh and Cary Marger. Its direct owner is Allizadeh and Marger Capital LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 28 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Position Wealth get paid?","answer":"Position Wealth is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Position Wealth?","answer":"Position Wealth’s main office is at 2001 Timberloch Place, Suite 500, The Woodlands, TX 77380. Its phone number is 281-968-2780. Its website is positionwealth.com.","source":"Form ADV Part 1A, Item 1.F, filed 28 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}