Insights

Acquisition Growth Titus Wealth Management was recently acquired by Wealth Enhancement Group for $54 billion, indicating a significant expansion and increased stability, presenting opportunities to offer advanced wealth management solutions and integration services.

Client Asset Engagement Managing a notable portfolio, including a $338K investment in Vanguard Short-Term Bond ETF, highlights a focus on asset allocation and investment diversification, opening doors for customized investment product offerings.

Target Market Niche Operating primarily in affluent regions like Marin County with tailored wealth management services, suggesting an opportunity to target high-net-worth clients and expand localized premium financial advisory offerings.

Technology Utilization Utilizing advanced tools like Google Analytics and New Relic demonstrates a data-driven approach; offering additional digital solutions or fintech integrations could enhance operational efficiency and client engagement.

Market Positioning Compared to industry giants with large teams and extensive revenue, Titus’s nimble size presents an opportunity to position as a personalized, boutique advisory firm appealing to clients seeking tailored services and potentially more attentive service.

Titus Wealth Management Tech Stack

Titus Wealth Management uses 8 technology products and services including Hotjar, Google Fonts API, FancyBox, and more. Explore Titus Wealth Management's tech stack below.

  • Hotjar
    Analytics
  • Google Fonts API
    Font Scripts
  • FancyBox
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • New Relic
    Real User Monitoring
  • Google Analytics
    Web Analytics
  • AddThis
    Widgets

Titus Wealth Management's Email Address Formats

Titus Wealth Management uses at least 1 format(s):
Titus Wealth Management Email FormatsExamplePercentage
First@tituswealth.comJohn@tituswealth.com
100%

Frequently Asked Questions

Where is Titus Wealth Management's headquarters located?

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Titus Wealth Management's main headquarters is located at 700 Larkspur Landing Circle Suite 109 Larkspur, California 94939 United States. The company has employees across 1 continents, including North America.

What is Titus Wealth Management's phone number?

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You can contact Titus Wealth Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Titus Wealth Management's official website and social media links?

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Titus Wealth Management's official website is tituswealth.com and has social profiles on LinkedIn.

What is Titus Wealth Management's NAICS code?

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Titus Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Titus Wealth Management have currently?

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As of February 2026, Titus Wealth Management has approximately 8 employees across 1 continents, including North America. Key team members include President & Founder: E. A.Certified Financial Planner™ | Asset Management Consultant | Managing Partner: C. L. M. C.Wealth Advisor: M. N.. Explore Titus Wealth Management's employee directory with LeadIQ.

What industry does Titus Wealth Management belong to?

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Titus Wealth Management operates in the Financial Services industry.

What technology does Titus Wealth Management use?

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Titus Wealth Management's tech stack includes HotjarGoogle Fonts APIFancyBoxModernizrjQueryNew RelicGoogle AnalyticsAddThis.

What is Titus Wealth Management's email format?

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Titus Wealth Management's email format typically follows the pattern of First@tituswealth.com. Find more Titus Wealth Management email formats with LeadIQ.

Titus Wealth Management

Financial ServicesCalifornia, United States2-10 Employees

Honesty, Experience, Work Ethic, Caring, Wisdom – Eric Aanes and Clark Miller ventured into this industry  from different backgrounds nearly 25 years ago. Today, Titus Wealth Management is guided by these values as the backbone of the company. Building wealth, retaining wealth, and managing wealth is the cornerstone of Titus Wealth Management, so clients can spend your valuable time pursuing their life’s dreams.  The firm provides an objective road-map that is realistic, attainable and sustainable, using sound investment strategies.  Titus Wealth Management is one of the most premier and unique financial investment and planning firms in Marin County offering services that are mostly not available anywhere else.

The financial advisors of Titus Wealth Management are registered representatives with and securities are offered through LPL Financial, Member FINRA & SIPC. Investment advice offered through Titus Wealth Management, a registered investment advisor and separate entity from LPL Financial. For hyperlinks to FINRA and SIPC, please refer to website section. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Listed below are the states where we conduct business. CA, AZ, AR, CO, CT, DE, FL, GA, IL, IN, KS, LA, MD, MI, NC, NM, NV, NY, OK, PA, SC, TX, WA.

Section iconCompany Overview

Headquarters
700 Larkspur Landing Circle Suite 109 Larkspur, California 94939 United States
Phone number
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconFunding & Financials

  • $10M$25M

    Titus Wealth Management's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Titus Wealth Management's revenue is estimated to be in the range of $10M$25M

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