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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

TITUS WEALTH MANAGEMENT

CRD 136970

LARKSPUR, CA

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:f873f555-5aee-eab3-2724-dff7e0adee51

Data as of Jun 10, 2022 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 9
On other graphs: 1
Observed: Feb 7, 2012 to Jun 10, 2022
46 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Titus Wealth Management

Investment consultant · shared crd

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $574MItem 5.F on the latest filing (2022-06-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $574M
Private client RAUM: $548MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 18
Advisory employees: 18
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 1,463
Individual clients: 565
High net worth clients: 384
SEC number: 801-80628
CRD: 136970
Filings on the tape: 46
First filed: Feb 7, 2012
Latest filed: Jun 10, 2022
Organised: Corporation, California

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
AANES, ERIC, MAYNARD	PRESIDENT, CEO, ADVISORY REPRESENTATIVE, OWNER	E	yes	09/2009	Feb 7, 2012	Jun 10, 2022
RICHARD, ROSEMARY, ANNE	CHIEF COMPLIANCE OFFICER	Na	yes	09/2016	Sep 14, 2016	Jun 10, 2022

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CLARK MILLER	n/a	n/a	n/a	N	no	n/a
DAVID ELSE	n/a	n/a	n/a	Y	no	n/a
DEREK GREEN	n/a	n/a	n/a	N	no	n/a
ERIC AANES	n/a	n/a	n/a	Y	no	n/a
JEFF WEBER	n/a	n/a	n/a	N	no	n/a
ROBERT GRONSKI	n/a	n/a	n/a	Y	no	n/a

Offices

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

City	State	Country	Employees	Also broker-dealer
Folsom	CA	United States	4	no
SAN MATEO	CA	United States	2	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
2021	Mar 31, 2022	$573M	$573M	18	18	2	n/a	n/a
2020	Mar 31, 2021	$507M	$507M	20	19	2	n/a	n/a
2019	Mar 30, 2020	$373M	$373M	22	11	2	n/a	n/a
2018	Mar 29, 2019	$390M	$390M	19	12	4	n/a	n/a
2017	Mar 30, 2018	$408M	$408M	20	11	2	n/a	n/a
2016	Mar 31, 2017	$319M	$319M	20	20	n/a	n/a	n/a
2015	Mar 18, 2016	$172M	$172M	9	5	n/a	n/a	n/a
2014	Mar 11, 2015	$170M	$170M	9	5	n/a	n/a	n/a
2011	Feb 7, 2012	$58.0M	$57.7M	n/a	n/a	n/a	n/a	n/a

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
2021	$574M	$507M	13.1%	$390M	13.8%	18	20	2	2

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	4	Sep 1, 2022	Aug 4, 2022	LARKSPUR, CA	Firm absorbed	RIA to ibd	66.7%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
LPL FINANCIAL LLC	2	Dec 21, 2017	Sep 29, 2016	FOLSOM, CA	Team lift out	Other	0.0%

Relationships

Controls (2)

← RICHARD, ROSEMARY, ANNEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 14, 2016 to presentfactForm ADV
← AANES, ERIC, MAYNARDOwnerPRESIDENT, CEO, ADVISORY REPRESENTATIVE, OWNER, ownership code E, individual
Feb 7, 2012 to presentfactForm ADV

Registered with (7)

← M. SCOT LANCEAdvisorregistration: previous registration
Nov 13, 2017 to Sep 1, 2022factForm ADV
← ERIC MAYNARD AANESAdvisorregistration: previous registration
Oct 5, 2005 to Sep 1, 2022factForm ADV
← DEREK GREENAdvisorregistration: previous registration
Sep 13, 2016 to Sep 1, 2022factForm ADV
← JEFF DAVID WEBERAdvisorregistration: previous registration
Jun 27, 2016 to Sep 1, 2022factForm ADV
← DAVID LEE ELSEAdvisorregistration: previous registration
Sep 29, 2016 to Sep 1, 2022factForm ADV
← Austin KrewsonAdvisorregistration: previous registration
Aug 6, 2021 to Sep 1, 2022factForm ADV
← LAUREN ANN PATTERSONAdvisorregistration: previous registration
Mar 31, 2015 to Jan 15, 2016factForm ADV

Moved with (2)

→ WEALTH ENHANCEMENT ADVISORY SERVICES, LLCRegistered adviser4 advisors, firm absorbed, same day
Sep 1, 2022 to Aug 4, 2022factForm ADV
← LPL FINANCIAL LLCRegistered adviser2 advisors, team lift out, same day
Dec 21, 2017 to Sep 29, 2016factForm ADV

Dated events

Occurred
Sep 1, 2022
Firm absorbed
Titus Wealth Management's advisors moved to Wealth Enhancement Advisory Services, LLC (Larkspur, CA): 4 of 6 registered, on the same day
Form ADVobserved 4 days ago
4 advisors
Occurred
Sep 1, 2022
Advisor changed firm
David Lee Else left Titus Wealth Management for Wealth Enhancement Advisory Services, Llc (registered 2022-08-03)
Form ADVobserved 4 days ago
Occurred
Sep 1, 2022
Advisor changed firm
M. Scot Lance left Titus Wealth Management for Wealth Enhancement Advisory Services, Llc (registered 2022-08-03)
Form ADVobserved 4 days ago
Occurred
Sep 1, 2022
Advisor changed firm
Derek Green left Titus Wealth Management for Wealth Enhancement Advisory Services, Llc (registered 2022-08-04)
Form ADVobserved 4 days ago
Occurred
Sep 1, 2022
Advisor changed firm
Austin Krewson left Titus Wealth Management for Wealth Enhancement Advisory Services, Llc (registered 2022-08-04)
Form ADVobserved 4 days ago
Occurred
Sep 1, 2022
Advisor changed firm
Jeff David Weber left Titus Wealth Management for The Wealth Consulting Group (registered 2022-07-29)
Form ADVobserved 4 days ago
Occurred
Sep 1, 2022
Advisor changed firm
Eric Maynard Aanes left Titus Wealth Management for Associated Planners Investment Advisory Inc (registered 2007-10-03)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2021
Regulatory AUM changed
Titus Wealth Management reported RAUM $507.4M, up 36% from $372.7M (2021-03-18 to 2021-03-31)
Form ADVobserved 4 days ago
$135M
Occurred
Nov 14, 2014
First Form ADV filing
Titus Wealth Management filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f873f555-5aee-eab3-2724-dff7e0adee51
First observed: Feb 7, 2012
Last observed: Jun 10, 2022 52 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.

TITUS WEALTH MANAGEMENT

CRD 136970

LARKSPUR, CA

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:f873f555-5aee-eab3-2724-dff7e0adee51

Data as of Jun 10, 2022 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:29 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AANES, ERIC, MAYNARD

PRESIDENT, CEO, ADVISORY REPRESENTATIVE, OWNER

yes

09/2009

Feb 7, 2012

Jun 10, 2022

RICHARD, ROSEMARY, ANNE

CHIEF COMPLIANCE OFFICER

yes

09/2016

Sep 14, 2016

Jun 10, 2022

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CLARK MILLER

n/a

DAVID ELSE

n/a

DEREK GREEN

n/a

ERIC AANES

n/a

JEFF WEBER

n/a

ROBERT GRONSKI

n/a

City

State

Country

Employees

Also broker-dealer

Folsom

United States

SAN MATEO

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Mar 31, 2022

$573M

n/a

2020

Mar 31, 2021

$507M

n/a

2019

Mar 30, 2020

$373M

n/a

2018

Mar 29, 2019

$390M

n/a

2017

Mar 30, 2018

$408M

n/a

2016

Mar 31, 2017

$319M

n/a

2015

Mar 18, 2016

$172M

n/a

2014

Mar 11, 2015

$170M

n/a

2011

Feb 7, 2012

$58.0M

$57.7M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$574M

$507M

13.1%

$390M

13.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Sep 1, 2022

Aug 4, 2022

LARKSPUR, CA

Firm absorbed

RIA to ibd

66.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

LPL FINANCIAL LLC

Dec 21, 2017

Sep 29, 2016

FOLSOM, CA

Team lift out

Other

0.0%