Titus Wealth Management info
Titus Wealth Management (SEC CIK 1732007) first filed with the SEC on 2018-02-27 (Form 13F-HR) and has filed 19 times since, including 19 Form 13F-HR quarterly holdings reports. It is organized in CA and registered at 700 LARKSPUR LANDING CIRCLE, SUITE 109, LARSKPUR, CA, 94939.
- Name: Value Titus Wealth Management.
- SEC CIK: Value 1732007.
- State of organization: Value CA.
- Business address: Value 700 LARKSPUR LANDING CIRCLE, SUITE 109, LARSKPUR, CA, 94939.
No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.
Firm
| Field | Value |
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| Name | Titus Wealth Management |
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| SEC CIK | 1732007 |
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| State of organization | CA |
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| Business address | 700 LARKSPUR LANDING CIRCLE, SUITE 109, LARSKPUR, CA, 94939 |
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| Mailing address | 700 LARKSPUR LANDING CIRCLE, SUITE 109, LARSKPUR, CA, 94939 |
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| Phone | 415-461-4800 |
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| Fiscal year end | December 31 |
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| Former names | None filed |
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SEC Filing History
| Field | Value |
|---|
| First SEC filing | 2018-02-27 (Form 13F-HR) |
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| Latest SEC filing | 2022-11-09 (Form 13F-HR) |
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| Filings on EDGAR | 19 |
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| First Form 13F-HR | 2018-02-27 (quarter ended 2017-12-31) |
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| Latest Form 13F-HR | 2022-11-09 (quarter ended 2022-06-30) |
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| Form 13F-HR filings | 19 |
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Filings by Year
| Year | Filings | Form 13F-HR |
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| 2022 | 3 | 3 |
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| 2021 | 4 | 4 |
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| 2020 | 4 | 4 |
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| 2019 | 4 | 4 |
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| 2018 | 4 | 4 |
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Similar Firms
| Firm Name | Country | 13F Value | Holdings |
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| Not available yet |