Managing Partner / CCO · Titletown Wealth Management, LLC
Gary T Brewton
CRD 4998814 · Named on Form ADV at one SEC-registered adviser
At a glance
Titletown Wealth Management, LLC, an SEC-registered wealth manager based in Green Bay, WI with $150 million in regulatory assets, lists Gary T Brewton on its Form ADV as Managing Partner / CCO, a control person.
Firms and roles
- Titletown Wealth Management, LLCManaging Partner / CCOWealth manager · Green Bay, WI · $150M in regulatory assets
AtlasMembers
Gary’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Adam D. GafnerManaging Partner, Titletown Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gary’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.