Titletown Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Titletown Wealth Management reports 459 clients. They include 305 individual clients and 154 high-net-worth individuals. Of its assets, 100.0% ($150M across 731 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 66% | 9% |
| High-net-worth individuals | 34% | 89% |
| Pension and profit-sharing plans | Fewer than 5 | 1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 305 | $14.2M | 9.4% | $46.4K |
| High-net-worth individuals | 154 | $134M | 89.2% | $871K |
| Pension and profit-sharing plans | Fewer than 5 | $1.99M | 1.3% | — |
| Total | 459 | $150M | 100% | — |
- Clients
- 305
- Regulatory AUM
- $14.2M
- AUM share
- 9.4%
- Avg. per client
- $46.4K
- Clients
- 154
- Regulatory AUM
- $134M
- AUM share
- 89.2%
- Avg. per client
- $871K
- Clients
- Fewer than 5
- Regulatory AUM
- $1.99M
- AUM share
- 1.3%
- Avg. per client
- —
Total
- Clients
- 459
- Regulatory AUM
- $150M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Titletown Wealth Management charges 0.75%–1.50% a year for its Asset Management. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.50% |
| $500K–$1M | 1.25% |
| $1M–$3M | 1.00% |
| $3M and above | 0.75% |
Fee details and sources
Other fees
- Financial Planning
- Financial planning is billed at $200 to $300 an hour, or as fixed fees of $500 to $7,500 per project, negotiable.
Adam Gafner owns 50% to 75% of Titletown Wealth Management. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 50% to 75% of Titletown Wealth Management, LLC
Adam Gafner
Control person · since March 2020
- Owns 50% to 75% of Titletown Wealth Management, LLC
Gary Brewton
Control person · since March 2020
Titletown Wealth Management’s regulatory assets grew from $112M (July 2021) to $150M (February 2026); clients fell from 591 to 459 and employees from 7 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $150M | 459 | 2 | 2 |
| Mar 2025March 2025 | $116M | 448 | 3 | 2 |
| Mar 2024March 2024 | $109M | 437 | 3 | 2 |
| Jul 2023July 2023 | $94M | 592 | 3 | 2 |
| May 2022May 2022 | $110M | 682 | 7 | 2 |
| Jul 2021July 2021 | $112M | 591 | 7 | 2 |
Besides its headquarters, Titletown Wealth Management has 1 office, with 2 listed addresses across 2 states.
Florida · 1 listed address
- 12574 Flagler Center BLVD, Jacksonville
Wisconsin · 1 listed address
- 1221 Bellevue Street, Suite 102, Green BayHQ
Other business names
Titletown Wealth Management has reported 1 other business name to the SEC.
- Key Financial Group of Jacksonville, Inc.
Contact and registration details
- Legal name
- Titletown Wealth Management, LLC
- Headquarters
- 1221 Bellevue Street, Suite 102, Green Bay, WI 54302
- Website
- titletownwm.com
- Phone
- 920-468-7443
- SEC file
- 801-121461
- Structure
- Wisconsin LLC
- Fiscal year end
- December
Titletown Wealth Management’s named custodians for separately managed accounts are LPL Financial ($136M, 91%) and Charles Schwab ($14.2M, 9%). Titletown Wealth Management has custody of $150M for 461 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $14.2M9%
- LPL FinancialLPL Financial LLC · Boston, MA · $136M91%
At year end, Titletown Wealth Management’s separately managed accounts were mostly in stocks (85%) and funds (14%).
What the accounts hold
- Stocks85%
- Funds14%
- Cash1%
How many clients does Titletown Wealth Management have?
Titletown Wealth Management has 459 clients and manages $150 million for them, as of February 2026. They include 305 individual clients and 154 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 February 2026
What services does Titletown Wealth Management offer?
Titletown Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Titletown Wealth Management charge?
Titletown Wealth Management charges 0.75%–1.50% a year for its Asset Management. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Which custodians does Titletown Wealth Management use?
Titletown Wealth Management’s separately managed account assets are held at LPL Financial LLC (Boston, MA), with $136M and Charles Schwab & Co., Inc. (Westlake, TX), with $14.2M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 February 2026
How many financial advisors does Titletown Wealth Management have?
Titletown Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 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
What does Titletown Wealth Management invest in?
At the end of its last fiscal year, Titletown Wealth Management’s separately managed accounts held 85% exchange-traded equities, 14% registered funds (mutual funds, ETFs, BDCs) and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Titletown Wealth Management?
Titletown Wealth Management’s direct owners are Adam Gafner (50% to 75%) and Gary Brewton (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 9 February 2026
How does Titletown Wealth Management get paid?
Titletown Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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
How do I contact Titletown Wealth Management?
Titletown Wealth Management’s main office is at 1221 Bellevue Street, Suite 102, Green Bay, WI 54302. Its phone number is 920-468-7443. Its website is titletownwm.com.
