TITUS WEALTH MANAGEMENT

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Titus Wealth Management is based out of Larskpur. Titus Wealth Management is a large advisory firm with 941 clients and discretionary assets under management (AUM) of $372,692,204 (Form ADV from 2020-04-07). Their last reported 13F filing for Q1 2020 included $105,893,000 in managed 13F securities and a top 10 holdings concentration of 52.88%. Titus Wealth Management's largest holding is iShares Core High Dividend ETF-iShares Core High Dividend ETF with shares held of 181,980. Whalewisdom has at least 10 13F filings

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03/31/2020

13F Activity

  • Market Value $105.893 Million
  • Prior Market Value $99.748 Million
  • New Purchases13 stocks
  • Additional Purchases53 stocks
  • Sold out of19 stocks
  • Reduced holdings in24 stocks
  • Top 10 Holdings % 52.88 %
  • Turnover % [1]:32.32%
  • Turnover Alt % [2]: 15.13 %
  • Time Held Top20:5.80 quarters
  • Time Held Top10:6.00 quarters
  • Time Held All:6.43 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 24.49%
Performance Last 4 Quarters: 2.56%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

TITUS WEALTH MANAGEMENT
700 LARKSPUR LANDING CIRCLE SUITE 109
LARKSPUR CA    94939
Country: United States

Business Phone: (415) 461-4800
Fax: (415) 461-4805
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: CA
Number of employees: 22
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 941
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.D (1)
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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TITUS WEALTH MANAGEMENT

ownership team - last updated 2020-03-30
Name Title Start Date Direct/Indirect % Ownership

TITUS WEALTH MANAGEMENT

ownership team - last updated 2019-07-23
Name Title Start Date Direct/Indirect % Ownership
AANES, ERIC, MAYNARD PRESIDENT, CEO, ADVISORY REPRESENTATIVE, OWNER 09/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
WILLIS FINANCIAL PLANNING SERVICES, INC VICE PRESIDENT, ADVISORY REPRESENTATIVE direct 2005-09-01
TITUS WEALTH MANAGEMENT PRESIDENT, CEO, CCO, ADVISORY REPRESENTATIVE direct 2005-10-01
TITUS WEALTH MANAGEMENT PRESIDENT, CEO, CCO, ADVISORY REPRESENTATIVE, OWNER direct 2006-01-01
TITUS WEALTH MANAGEMENT PRESIDENT, CEO, ADVISORY REPRESENTATIVE, OWNER direct 2007-05-01
TITUS WEALTH MANAGEMENT PRESIDENT, CEO, ADVISORY REPRESENTATIVE, OWNER direct 2009-09-01
TITUS WEALTH MANAGEMENT, INCORPORATED PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER, ADVISORY REPRESENTATIVE, OWNER direct 2009-09-01
RICHARD, ROSEMARY, ANNE CHIEF COMPLIANCE OFFICER 09/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
LWI FINANCIAL INC. CHIEF COMPLIANCE OFFICER direct 2011-03-01
TITUS WEALTH MANAGEMENT CHIEF COMPLIANCE OFFICER direct 2016-09-01
STRATEGIC WEALTH ADVISORS GROUP, INC. CHIEF COMPLIANCE OFFICER direct 2012-01-01
STRATEGIC WEALTH ADVISORS GROUP, INC. CHIEF COMPLIANCE OFFICER direct 2012-01-01

TITUS WEALTH MANAGEMENT

ownership team - last updated 2019-04-10
Name Title Start Date Direct/Indirect % Ownership
AANES, ERIC, MAYNARD PRESIDENT, CEO, ADVISORY REPRESENTATIVE, OWNER 09/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
WILLIS FINANCIAL PLANNING SERVICES, INC VICE PRESIDENT, ADVISORY REPRESENTATIVE direct 2005-09-01
TITUS WEALTH MANAGEMENT PRESIDENT, CEO, CCO, ADVISORY REPRESENTATIVE direct 2005-10-01
TITUS WEALTH MANAGEMENT PRESIDENT, CEO, CCO, ADVISORY REPRESENTATIVE, OWNER direct 2006-01-01
TITUS WEALTH MANAGEMENT PRESIDENT, CEO, ADVISORY REPRESENTATIVE, OWNER direct 2007-05-01
TITUS WEALTH MANAGEMENT PRESIDENT, CEO, ADVISORY REPRESENTATIVE, OWNER direct 2009-09-01
TITUS WEALTH MANAGEMENT, INCORPORATED PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER, ADVISORY REPRESENTATIVE, OWNER direct 2009-09-01
RICHARD, ROSEMARY, ANNE CHIEF COMPLIANCE OFFICER 09/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
LWI FINANCIAL INC. CHIEF COMPLIANCE OFFICER direct 2011-03-01
TITUS WEALTH MANAGEMENT CHIEF COMPLIANCE OFFICER direct 2016-09-01
STRATEGIC WEALTH ADVISORS GROUP, INC. CHIEF COMPLIANCE OFFICER direct 2012-01-01
STRATEGIC WEALTH ADVISORS GROUP, INC. CHIEF COMPLIANCE OFFICER direct 2012-01-01

TITUS WEALTH MANAGEMENT

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
AANES, ERIC, MAYNARD PRESIDENT, CEO, ADVISORY REPRESENTATIVE, OWNER 09/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
WILLIS FINANCIAL PLANNING SERVICES, INC VICE PRESIDENT, ADVISORY REPRESENTATIVE direct 2005-09-01
TITUS WEALTH MANAGEMENT PRESIDENT, CEO, CCO, ADVISORY REPRESENTATIVE direct 2005-10-01
TITUS WEALTH MANAGEMENT PRESIDENT, CEO, CCO, ADVISORY REPRESENTATIVE, OWNER direct 2006-01-01
TITUS WEALTH MANAGEMENT PRESIDENT, CEO, ADVISORY REPRESENTATIVE, OWNER direct 2007-05-01
TITUS WEALTH MANAGEMENT PRESIDENT, CEO, ADVISORY REPRESENTATIVE, OWNER direct 2009-09-01
TITUS WEALTH MANAGEMENT, INCORPORATED PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER, ADVISORY REPRESENTATIVE, OWNER direct 2009-09-01
RICHARD, ROSEMARY, ANNE CHIEF COMPLIANCE OFFICER 09/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
LWI FINANCIAL INC. CHIEF COMPLIANCE OFFICER direct 2011-03-01
TITUS WEALTH MANAGEMENT CHIEF COMPLIANCE OFFICER direct 2016-09-01
STRATEGIC WEALTH ADVISORS GROUP, INC. CHIEF COMPLIANCE OFFICER direct 2012-01-01
STRATEGIC WEALTH ADVISORS GROUP, INC. CHIEF COMPLIANCE OFFICER direct 2012-01-01

TITUS WEALTH MANAGEMENT

ownership team - last updated 2018-11-07
Name Title Start Date Direct/Indirect % Ownership
AANES, ERIC, MAYNARD PRESIDENT, CEO, ADVISORY REPRESENTATIVE, OWNER 09/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
WILLIS FINANCIAL PLANNING SERVICES, INC VICE PRESIDENT, ADVISORY REPRESENTATIVE direct 2005-09-01
TITUS WEALTH MANAGEMENT PRESIDENT, CEO, CCO, ADVISORY REPRESENTATIVE direct 2005-10-01
TITUS WEALTH MANAGEMENT PRESIDENT, CEO, CCO, ADVISORY REPRESENTATIVE, OWNER direct 2006-01-01
TITUS WEALTH MANAGEMENT PRESIDENT, CEO, ADVISORY REPRESENTATIVE, OWNER direct 2007-05-01
TITUS WEALTH MANAGEMENT PRESIDENT, CEO, ADVISORY REPRESENTATIVE, OWNER direct 2009-09-01
TITUS WEALTH MANAGEMENT, INCORPORATED PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER, ADVISORY REPRESENTATIVE, OWNER direct 2009-09-01
RICHARD, ROSEMARY, ANNE CHIEF COMPLIANCE OFFICER 09/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
LWI FINANCIAL INC. CHIEF COMPLIANCE OFFICER direct 2011-03-01
TITUS WEALTH MANAGEMENT CHIEF COMPLIANCE OFFICER direct 2016-09-01
STRATEGIC WEALTH ADVISORS GROUP, INC. CHIEF COMPLIANCE OFFICER direct 2012-01-01
STRATEGIC WEALTH ADVISORS GROUP, INC. CHIEF COMPLIANCE OFFICER direct 2012-01-01

TITUS WEALTH MANAGEMENT

ownership team - last updated 2017-05-09
Name Title Start Date Direct/Indirect % Ownership
AANES, ERIC, MAYNARD PRESIDENT, CEO, ADVISORY REPRESENTATIVE, OWNER 09/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
WILLIS FINANCIAL PLANNING SERVICES, INC VICE PRESIDENT, ADVISORY REPRESENTATIVE direct 2005-09-01
TITUS WEALTH MANAGEMENT PRESIDENT, CEO, CCO, ADVISORY REPRESENTATIVE direct 2005-10-01
TITUS WEALTH MANAGEMENT PRESIDENT, CEO, CCO, ADVISORY REPRESENTATIVE, OWNER direct 2006-01-01
TITUS WEALTH MANAGEMENT PRESIDENT, CEO, ADVISORY REPRESENTATIVE, OWNER direct 2007-05-01
TITUS WEALTH MANAGEMENT PRESIDENT, CEO, ADVISORY REPRESENTATIVE, OWNER direct 2009-09-01
TITUS WEALTH MANAGEMENT, INCORPORATED PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER, ADVISORY REPRESENTATIVE, OWNER direct 2009-09-01
RICHARD, ROSEMARY, ANNE CHIEF COMPLIANCE OFFICER 09/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
LWI FINANCIAL INC. CHIEF COMPLIANCE OFFICER direct 2011-03-01
TITUS WEALTH MANAGEMENT CHIEF COMPLIANCE OFFICER direct 2016-09-01
STRATEGIC WEALTH ADVISORS GROUP, INC. CHIEF COMPLIANCE OFFICER direct 2012-01-01
STRATEGIC WEALTH ADVISORS GROUP, INC. CHIEF COMPLIANCE OFFICER direct 2012-01-01

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