TITAN WEALTH MANAGEMENT
Firm details
- Headquarters
- BLUE ASH, Ohio
- CRD number
- 340051
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Titan Wealth Management operates as a limited liability company specializing in a range of financial advisory services. The firm focuses on financial planning, portfolio management for individuals and small businesses, and pension consulting. Additionally, Titan Wealth Management engages in the selection of other advisers and offers educational seminars and workshops to enhance client understanding of financial matters. While the firm does not actively pursue ESG investments, it serves as a capital allocator, indicating a strategic approach to managing client assets.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1BRIAN RIGBY
Chief Wealth AdvisorCRD 6138918
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BLUE ASH, OH
HAMILTON
Location
BLUE ASH, OH
Headquartered in BLUE ASH, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- HAMILTON
- Address
- 4555 Lake Forest Dr
- Time zone
- ET (UTC-5)
- Office locations
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