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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

TITLETOWN WEALTH MANAGEMENT, LLC

CRD 307752

GREEN BAY, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ad13dfe7-f2bd-5a18-2062-593c8f264bd2

Data as of Feb 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: May 11, 2021 to Feb 9, 2026
11 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $150MItem 5.F on the latest filing (2026-02-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $150M
Private client RAUM: $148MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $75.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 731
Individual clients: 305
High net worth clients: 154
Custody, client assets: $150M
SEC number: 801-121461
CRD: 307752
Filings on the tape: 11
First filed: May 11, 2021
Latest filed: Feb 9, 2026
Organised: Limited Liability Company, WI
Website: titletownwm.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ADAM DAVID GAFNER	n/a	GREEN BAY, WI	6	21	5	no
GARY T BREWTON	Certified Financial Planner	GREEN BAY, WI	6	21	7	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BREWTON, GARY, T	MANAGING PARTNER / CCO	D	yes	03/2020	May 11, 2021	Mar 28, 2024
GAFNER, ADAM, DAVID	MANAGING PARTNER	D	yes	03/2020	May 11, 2021	Mar 28, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
SAINT AUGUSTINE	FL	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 9, 2026	$150M	$150M	2	2	1	n/a	n/a
2024	Mar 19, 2025	$116M	$116M	3	3	1	n/a	n/a
2023	Mar 28, 2024	$109M	$109M	3	3	1	n/a	n/a
2022	Mar 23, 2023	$94.0M	$94.0M	3	3	1	n/a	n/a
2021	Mar 29, 2022	$110M	$110M	7	6	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$150M	$116M	29.3%	$94.0M	16.9%	2	3	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WOODBURY FINANCIAL SERVICES, INC.	3	May 29, 2020	Jun 17, 2020	GREEN BAY, WI	Team lift out	Ibd to RIA	0.3%

Relationships

Registered with (4)

← ADAM DAVID GAFNERAdvisorregistration: current employment
Jun 17, 2020 to presentfactForm ADV
← GARY T BREWTONAdvisorregistration: current employment
Jun 17, 2020 to presentfactForm ADV
← CHAD LEE NEHRINGAdvisorregistration: previous registration
Feb 23, 2023 to Jan 15, 2026factForm ADV
← DAVID ALAN HORNAdvisorregistration: previous registration
May 29, 2020 to Apr 1, 2021factForm ADV

Controls (2)

← GAFNER, ADAM, DAVIDOwnerMANAGING PARTNER, ownership code D, individual
May 11, 2021 to Mar 28, 2024factForm ADV
← BREWTON, GARY, TOwnerMANAGING PARTNER / CCO, ownership code D, individual
May 11, 2021 to Mar 28, 2024factForm ADV

Moved with (1)

← WOODBURY FINANCIAL SERVICES, INC.Registered adviser3 advisors, team lift out, same day
May 29, 2020 to Jun 17, 2020factForm ADV

Dated events

Occurred
Jan 15, 2026
Advisor departed, no destination yet
Chad Lee Nehring no longer registered at Titletown Wealth Management, Llc; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
Jul 23, 2021
Control person left
Alan David Horn (Managing Partner) no longer on Schedule A of Titletown Wealth Management, Llc (listed 2021-06-25, absent 2021-07-23)
Form ADVobserved 4 days ago
Occurred
May 11, 2021
First Form ADV filing
Titletown Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ad13dfe7-f2bd-5a18-2062-593c8f264bd2
First observed: May 11, 2021
Last observed: Feb 9, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TITLETOWN WEALTH MANAGEMENT, LLC

CRD 307752

GREEN BAY, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ad13dfe7-f2bd-5a18-2062-593c8f264bd2

Data as of Feb 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:31 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ADAM DAVID GAFNER

n/a

GREEN BAY, WI

GARY T BREWTON

Certified Financial Planner

GREEN BAY, WI

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BREWTON, GARY, T

MANAGING PARTNER / CCO

yes

03/2020

May 11, 2021

Mar 28, 2024

GAFNER, ADAM, DAVID

MANAGING PARTNER

yes

03/2020

May 11, 2021

Mar 28, 2024

City

State

Country

Employees

Also broker-dealer

SAINT AUGUSTINE

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 9, 2026

$150M

n/a

2024

Mar 19, 2025

$116M

n/a

2023

Mar 28, 2024

$109M

n/a

2022

Mar 23, 2023

$94.0M

n/a

2021

Mar 29, 2022

$110M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$150M

$116M

29.3%

$94.0M

16.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WOODBURY FINANCIAL SERVICES, INC.

May 29, 2020

Jun 17, 2020

GREEN BAY, WI

Team lift out

Ibd to RIA

0.3%