Position Wealth

Public-record details

Address

2001 Timberloch Place, Suite 500, The Woodlands, TX 77380

Phone

(281) 968-2780

Listed under

% of assets managed

Legal name

Position Wealth LLC

CRD number

325116

Registration

SEC registered since 2023-02-27

Compensation (Form ADV 5.E)

Percentage of assets under management

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Portfolio management for individuals/small businesses; Selection of other advisers

Regulatory assets under management

$242.1 million

Accounts managed

215

Clients reported (Form ADV 5.D)

217

Individual / high-net-worth clients

142 / 73

Employees

3

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-07-28

SEC registered investment adviser, CRD 325116, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 325116 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.