{"url":"https://nivawealth.com/firms/titletown-wealth-management-307752","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/307752","regulatoryAum":150280357,"crd":"307752","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4998814","suffix":null,"lastName":"BREWTON","firstName":"GARY","middleName":"T"},{"crd":"4876791","suffix":null,"lastName":"GAFNER","firstName":"ADAM","middleName":"DAVID"}],"total":2,"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":"2021-07-23","regulatoryAum":111992676,"clients":591,"employees":7,"offices":2},{"filedOn":"2022-05-09","regulatoryAum":110400000,"clients":682,"employees":7,"offices":2},{"filedOn":"2023-07-20","regulatoryAum":94004601,"clients":592,"employees":3,"offices":2},{"filedOn":"2024-03-28","regulatoryAum":108517715,"clients":437,"employees":3,"offices":2},{"filedOn":"2025-03-19","regulatoryAum":116233307,"clients":448,"employees":3,"offices":2},{"filedOn":"2026-02-09","regulatoryAum":150280357,"clients":459,"employees":2,"offices":2}],"secFileNumber":"801-121461","legalName":"Titletown Wealth Management, LLC","displayName":"Titletown Wealth Management","slug":"titletown-wealth-management-307752","website":"https://titletownwm.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Wisconsin limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1221 Bellevue Street, Suite 102","city":"Green Bay","state":"WI","stateName":"Wisconsin","country":"United States","postalCode":"54302"},"tradeNames":["Key Financial Group of Jacksonville, Inc."],"registration":{"secApproved":"21 July 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2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T16:34:26.879892+00:00","documents":[{"name":"TWM ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007463","versionId":1007463,"submittedOn":"2026-02-09"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":14188009},{"name":"LPL Financial LLC","shortName":"LPL Financial","location":"Boston, MA","smaAssets":136092348}],"custodyNote":"Titletown Wealth Management has custody of $150M for 461 clients.","otherCustodians":[],"leadership":[{"name":"Gary Brewton","title":"Managing Partner / CCO","crd":"4998814"},{"name":"Adam Gafner","title":"Managing Partner","crd":"4876791"}],"ownership":[{"label":"Adam Gafner","detail":"Managing partner in the 50% to 75% ownership band and a control person, since March 2020."},{"label":"Gary Brewton","detail":"Managing partner / cco in the 50% to 75% ownership band and a control person, since March 2020."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"12574 Flagler Center BLVD","city":"Jacksonville"}]},{"state":"Wisconsin","offices":1,"addresses":[{"street":"1221 Bellevue Street, Suite 102","city":"Green Bay","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"920-468-7443","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":85},{"label":"Securities issued by registered investment companies or business development companies","percent":14},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"9 February 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/307752/PDF/307752.pdf","brochureDate":"9 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1007463","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Titletown Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Titletown Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Titletown Wealth Management charge?","answer":"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.","source":"TWM ADV PART 2A, filed 9 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Titletown Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Titletown Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Titletown Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Titletown Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Titletown Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Titletown Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 9 February 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."}