Titan Wealth Management
- Company typePrivate
- Founded2017
- HeadquartersRoanoke, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
Titan Wealth Management firmographics
Firmographics- Name
- Titan Wealth Management
- Legal name
- Titan Wealth Management
- Website
- https://titanwealth.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Titan Wealth Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Financial Planning–Led RIAs (FSAAACAB), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
Keywords
Where Titan Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Roanoke
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Titan Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Investment Advisory Fees: Titan Wealth Management provides investment advisory services as a registered investment advisor. Securities and advisory services are offered through LPL Financial, a registered investment advisor and member FINRA/SIPC.
- Insurance Products: Insurance planning services including life insurance, long-term care insurance, and disability income insurance. The firm is licensed to sell insurance products in Virginia and Indiana.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
Titan Wealth Management product offering
Product offeringCore offering
Titan Wealth Management is a comprehensive wealth planning firm that provides personalized investment advisory, retirement, estate, education, tax, and insurance planning services to individual investors. It supports these advisory services with a range of investment products (bonds, mutual funds, ETFs, variable annuities, traditional/Roth/SEP/SIMPLE IRAs, brokerage accounts) delivered through the LPL Financial platform. The firm emphasizes a hands-on, relationship-based approach to goal setting, ongoing monitoring, and disciplined financial guidance.
Product overview
Titan Wealth Management is a comprehensive wealth planning firm offering a unified suite of advisory and investment services. The core offering combines Investment Advisory Services, Retirement Planning, Estate Planning, Education Planning, Tax Planning, and Insurance Planning as integrated service lines. Investment products include bonds, mutual funds, ETFs, variable annuities, and various IRA accounts (Traditional, Roth, SEP, SIMPLE). The firm supplements its advisory services with educational resources including financial calculators, flipbooks, newsletters, and market research commentary to support client decision-making.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Advisory Service Professional investment management and advisory services to help individual clients build and manage investment portfolios aligned with their financial goals.
- Retirement Planning Comprehensive planning services including 401(k) and 403(b) planning and strategies for accumulating and distributing retirement assets for individuals.
- Estate Planning Planning services to help clients structure the transfer of assets to heirs, including wills, trusts, and beneficiary designations.
- Education Planning Planning strategies to help families save for educational expenses, including 529 plans and education IRAs.
- Tax Planning Strategies to minimize tax liability through tax-advantaged investments, Roth conversions, and coordinated withdrawal strategies.
- Insurance Planning Risk management services including life insurance, disability income insurance, and long-term care insurance offered by Titan Wealth Management (licensed in VA and IN).
- Bonds and Bond Mutual Funds Fixed-income investment options including individual bonds, government securities, treasury bills, and bond mutual funds for income and capital preservation, made available through LPL Financial.
- Mutual Funds Professionally managed pools of stocks, bonds, and other securities offering diversification and professional management, made available through LPL Financial.
- Exchange-Traded Funds (ETFs) Market-traded funds offering flexible, cost-effective access to various asset classes and indexes, made available through LPL Financial.
- Variable Annuity Insurance contracts that provide retirement income with tax-deferred growth and investment options in sub-accounts, offered through Titan Wealth Management's insurance license.
- Traditional IRA Tax-deferred retirement account allowing deductible contributions with tax-free growth until withdrawal, opened through LPL Financial.
- Roth IRA After-tax retirement account offering tax-free growth and qualified withdrawals in retirement, opened through LPL Financial.
- SEP IRA Simplified Employee Pension IRA allowing self-employed individuals and small business owners to make tax-deductible contributions, opened through LPL Financial.
- SIMPLE IRA Savings Incentive Match Plan for Employees IRA offering tax advantages for small businesses with fewer than 100 employees, opened through LPL Financial.
- Brokerage Accounts Self-directed investment accounts enabling clients to buy and sell stocks, bonds, mutual funds, and other securities through LPL Financial.
Companies that use Titan Wealth Management
Customer profileSegments1 record
Ideal customer profiles1 record
Titan Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Titan Wealth Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- LPL FinancialcoreLPL Financial is a registered investment advisor and broker-dealer, member FINRA/SIPC. Titan Wealth Management offers securities and advisory services through LPL Financial, utilizing their custodial platform, technology infrastructure, and research capabilities including the Weekly Market Commentary provided to clients.
Scale indicators2 records
Recent moves5 records
Expansion highlights3 records
Titan Wealth Management competitors and assessment
Company assessmentDirect peers
- Modera Wealth Management: Independent, fee-only RIA providing comprehensive financial planning (investment, retirement, tax, estate) to individuals and households — directly comparable business model, client segment, and service breadth to Titan Wealth Management.
- Buckingham Strategic Wealth: Mid-sized RIA focused on evidence-based wealth planning for individuals, with services spanning investment management, retirement, tax, and estate planning — closely mirrors Titan's planning-led RIA model.
- Carson Wealth (Cetera): RIA wealth management firm delivering comprehensive financial planning to individuals and families, with advisor-led delivery and integration of insurance and tax services — same operating model and target client as Titan.
- Ronald Blue & Co: Comprehensive RIA offering investment advisory, estate, tax, retirement, and generosity planning for individuals and families; similar integrated-planning approach and advisor-led delivery.
Broad incumbents
- Creative Planning: Large-scale RIA delivering comprehensive wealth management (investment, retirement, tax, estate) to individuals and businesses — same service breadth as Titan but at much greater scale and breadth.
- Edward Jones: Mass-market wealth management firm offering investment advisory, retirement, estate, education, and insurance planning to individual investors — overlapping service set and client segment with Titan, but vastly larger footprint.
- Edelman Financial Engines: Large RIA combining personal advisor services with digital planning tools for individual investors across retirement, investment, and tax planning — incumbent in the same comprehensive-wealth space as Titan.
- Fisher Investments: Established high-net-worth RIA offering discretionary investment management and wealth planning — operates in the same RIA wealth advisory space, though at materially larger scale and focused on HNW clients.
- Mariner Wealth Advisors: RIA consolidator providing comprehensive wealth advisory (investment, tax, estate, retirement) to individuals and institutions — competing in the same integrated-planning RIA category but with national scale and an aggregator model.
Emerging players
- Facet Wealth: Tech-enabled RIA delivering flat-fee financial planning and investment management to mass-affluent individuals — competing for the same individual investor segment with a digital-first delivery model that challenges traditional advisor-led RIAs like Titan.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
Titan Wealth Management social profiles
Digital presenceTitan Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Titan Wealth Management leadership team
Management profileNumber of profiles
Profiles1 record
Titan Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Titan Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Titan Wealth Management
What does Titan Wealth Management do?
Titan Wealth Management is a comprehensive wealth planning firm that provides personalized investment advisory, retirement, estate, education, tax, and insurance planning services to individual investors. It supports these advisory services with a range of investment products (bonds, mutual funds, ETFs, variable annuities, traditional/Roth/SEP/SIMPLE IRAs, brokerage accounts) delivered through the LPL Financial platform. The firm emphasizes a hands-on, relationship-based approach to goal setting, ongoing monitoring, and disciplined financial guidance.
Is Titan Wealth Management a public or private company?
Titan Wealth Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Titan Wealth Management founded?
Titan Wealth Management was founded in 2017. It employs 11 to 50 people.
Where is Titan Wealth Management based?
Titan Wealth Management is headquartered in Roanoke, United States, in the North America region.
How does Titan Wealth Management make money?
Two revenue lines are on record. Investment Advisory Fees are the primary driver. The others are insurance Products.
Who are Titan Wealth Management's main competitors?
Direct peers on record are Modera Wealth Management, Buckingham Strategic Wealth, Carson Wealth (Cetera) and Ronald Blue & Co. Broad incumbents are Creative Planning, Edward Jones, Edelman Financial Engines, Fisher Investments and Mariner Wealth Advisors. Facet Wealth is listed as an emerging player.
Does Titan Wealth Management have an API?
No public API is recorded for Titan Wealth Management.
What industry is Titan Wealth Management in?
Titan Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 52394 and its SIC code is 6282.