TITUS WEALTH MANAGEMENT

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Titus Wealth Management is based out of Larskpur. Titus Wealth Management is a large advisory firm with 1301 clients and discretionary assets under management (AUM) of $387,703,639 (Form ADV from 2019-07-23). Their last reported 13F filing for Q3 2019 included $109,205,000 in managed 13F securities and a top 10 holdings concentration of 53.07%. Titus Wealth Management's largest holding is iShares Core High Dividend ETF with shares held of 173,488. Whalewisdom has at least 8 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $109.205 Million
  • Prior Market Value $101.384 Million
  • New Purchases12 stocks
  • Additional Purchases51 stocks
  • Sold out of5 stocks
  • Reduced holdings in21 stocks
  • Top 10 Holdings % 53.07 %
  • Turnover % [1]:17.00%
  • Turnover Alt % [2]: 13.18 %
  • Time Held Top20:5.05 quarters
  • Time Held Top10:5.70 quarters
  • Time Held All:5.25 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.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: 0.65%
Performance Last 4 Quarters: -1.65%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)

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: 19
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: 1301
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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Form 4 - Recent Insider Transactions

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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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