Titus Wealth Management

Titus Wealth Management (CRD# 136970) is a financial advisory firm headquartered in Larkspur, CA. They manage $318,629,386 in 1,211 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    319
    MILLION
  • Total Number of Accounts
    1,211
    ACCOUNTS
  • Average Account Value
    $263,113
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, LA, MA, NJ, NV, NY, OR, TX

Financial Advisors at Titus Wealth Management
Showing 1 - 10 of 10 top financial advisors.
1
Eric M. Aanes
CRD#: 2309650
700 Larkspur Landing Circle, Suite 109, Larkspur, CA 94939
96
Wealthminder
score

Eric Aanes (CRD# 2309650) is an Investment Advisor Representative working at Titus Wealth Management in Larkspur, CA and has over 25 years of experience in the finance industry.

2
Robert J. Gronski
CRD#: 1027236
700 Larkspur Landing Circle, Suite 109, Larkspur, CA 94939
96
Wealthminder
score

Robert Gronski (CRD# 1027236) is an Investment Advisor Representative working at Titus Wealth Management in Larkspur, CA and has over 24 years of experience in the finance industry.

3
Myra J. Natter
CRD#: 1368735
700 Larkspur Landing Circle, Suite 109, Larkspur, CA 94939
96
Wealthminder
score

Myra Natter (CRD# 1368735) is an Investment Advisor Representative working at Titus Wealth Management in Larkspur, CA and has over 32 years of experience in the finance industry. Myra Natter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jeff D. Weber
CRD#: 4539235
400 S. El Camino Real, Suite 260, San Mateo, CA 94402
96
Wealthminder
score

Jeff Weber (CRD# 4539235) is an Investment Advisor Representative working at Titus Wealth Management in San Mateo, CA and has over 15 years of experience in the finance industry. Jeff Weber has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
David L. Else
CRD#: 4831315
2600 E. Bidwell Street, Ste 150, Folsom, CA 95630
93
Wealthminder
score

David Else (CRD# 4831315) is an Investment Advisor Representative working at Titus Wealth Management in Folsom, CA and has over 12 years of experience in the finance industry.

6
Charles P. Linden
CRD#: 309868
411 Borel Avenue, Suite 650, San Mateo, CA 94402
93
Wealthminder
score

Charles Linden (CRD# 309868) is an Investment Advisor Representative working at Titus Wealth Management in San Mateo, CA and has over 20 years of experience in the finance industry.

7
Fredric P. Postle
CRD#: 1038856
700 Larkspur Landing Circle, Larkspur, CA 94939
93
Wealthminder
score

Fredric Postle (CRD# 1038856) is an Investment Advisor Representative working at Titus Wealth Management in Larkspur, CA and has over 33 years of experience in the finance industry.

8
Steven R. Green
CRD#: 1385590
2600 E. Bidwell Street, Ste 150, Folsom, CA 95630
83
Wealthminder
score

Steven Green (CRD# 1385590) is an Investment Advisor Representative working at Titus Wealth Management in Folsom, CA and has over 30 years of experience in the finance industry.

9
M. Scot Lance
CRD#: 2264884
700 Larkspur Landing Circle, Ste 109, Larkspur, CA 94939
83
Wealthminder
score

M. Scot Lance (CRD# 2264884) is an Investment Advisor Representative working at Titus Wealth Management in Larkspur, CA and has over 25 years of experience in the finance industry.

10
Derek T. Green
CRD#: 2313496
2600 E. Bidwell Street, Ste 150, Folsom, CA 95630
63
Wealthminder
score

Derek Green (CRD# 2313496) is an Investment Advisor Representative working at Titus Wealth Management in Folsom, CA and has over 25 years of experience in the finance industry.

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