9AT: TITLETOWN WEALTH MANAGEMENT, LLC

Adviser Profile

As of Date	02/09/2026
Registration	SEC, Approved, 07/21/2021
Other registrations (2)	Texas, Terminated, 08/11/2021 Wisconsin, Terminated, 08/11/2021
ADV Location	GREEN BAY, WI, United States
Contact Info	(92 xxxxxxx
Websites

AUM^*	150,280,357 38%
of that, discretionary	150,280,357 38%
Number of Employees	2 -33%
of those in investment advisory functions	2 -33%
Private Fund GAV^*	0
Avg Account Size	205,582 54%
% High Net Worth	33.26% 10%
SMA’s	No
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser BRUCE G. ALLEN INVESTMENTS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM258.1m	#Funds-
Adviser O'HAGAN GROUP, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.2b	#Funds-
Adviser HSC WEALTH ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM449.2m	#Funds-
Adviser HARVEST INVESTMENT ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM200.3m	#Funds-
Adviser AZZENDO WEALTH ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM300.1m	#Funds-
Adviser JACOBSON & SCHMITT ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM676.4m	#Funds-
Adviser RAINEY & RANDALL WEALTH ADVISORS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM918.2m	#Funds-
Adviser J.M. FORBES & CO. LLP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.7b	#Funds-
Adviser DEAN WEALTH PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM249.8m	#Funds-
Adviser FAI WEALTH MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM282.5m	#Funds-

Brochure Summary

Overview

Titletown Wealth Management, LLC (hereinafter called “TWM”) is a Registered Investment Adviser based in Green Bay, Wisconsin, and incorporated under the laws of the State of Wisconsin. TWM is owned by Adam Gafner and Gary Brewton. TWM is registered with the U.S. Securities and Exchange Commission (“SEC”) under the rules and regulations of the US Investment Advisers Act of 1940, as amended (the "Advisers Act"). Founded in April 2020, TWM provides investment advisory services, which may include, but are not limited to, the review of client investment objectives and goals, recommending asset allocation strategies of managed assets among investment products such as cash, stocks, mutual funds and bonds, annuities, and/or preparing written investment strategies. Our investment advice is tailored to meet our clients’ needs and investment objectives. Clients may impose restrictions on investing in certain securities or types of securities (such as a product type, specific companies, specific sectors, etc.) by providing a signed and dated written notification, of which an e-mail is also an acceptable form of notification. TWM also provides financial planning consulting services including, but not limited to, risk assessment/management, investment planning, estate planning, financial organization, or financial decision making/negotiation. TWM provides investment advisory and other financial

services through its Investment Advisory Representatives ("IAR") to accounts opened with TWM. Managed Accounts are available to individuals and high net worth individuals. TWM provides discretionary and non-discretionary investment advisory services to some of its clients through various managed account programs. TWM will assist clients in determining the suitability of the Managed Account Programs for the client. The IAR is compensated through a comprehensive single fee and the account may be assessed other charges associated with conducting a brokerage business. TWM and its IAR, as appropriate, will be responsible for the following:
• Performing due diligence
• Recommending strategic asset and style allocations
• Providing research on investment product options, as needed
• Providing client risk profile questionnaire
• Obtaining investment advisory contract from client with required financial, risk tolerance, suitability and investment vehicle selection information for each new account
• Performing client suitability check on account documentation, review the investment objectives and evaluate the investment vehicle selections
• Providing Firm Brochure (this document) As of March 8, 2024, the firm had approximately $108,517,715 of reportable client assets under its management on a discretionary basis. Form ADV, Part 2A, Item 5

TITLETOWN WEALTH MANAGEMENT, LLC

TITLETOWN WEALTH MANAGEMENT, LLC

KEY FINANCIAL GROUP OF JACKSONVILLE, INC.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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TITLETOWN WEALTH MANAGEMENT, LLC TITLETOWN WEALTH MANAGEMENT, LLC KEY FINANCIAL GROUP OF JACKSONVILLE, INC.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

TITLETOWN WEALTH MANAGEMENT, LLC

TITLETOWN WEALTH MANAGEMENT, LLC

KEY FINANCIAL GROUP OF JACKSONVILLE, INC.