← Directory
POSITION WEALTH
Legal name: POSITION WEALTH LLC
CRD 325116File 801-127393
APPROVED
Retail clients
Filing as of Jul 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$242.1M
Below cohort median (national)
Discretionary AUM
$242.1M
Clients
217
215 accounts
Employees
3
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Feb 27, 2023
- Principal office
- 2001 TIMBERLOCH PLACE, SUITE 500, THE WOODLANDS, TX, 77380
- Phone
- 281-968-2780
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $242.1M
- Discretionary AUM
- $242.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 215
- Non-discretionary accounts
- 0
- Total accounts
- 215
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $13K |
| Charitable organizations | Fewer than 5 | $9K |
| High net worth individuals | 73 | $205.0M |
| Individuals (other than high net worth individuals) | 142 | $37.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.