Position Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$242,086,335
Clients
215
Advisors
3
of 3 employees
About
Position Wealth provides discretionary investment and wealth management services to individuals, high‑net‑worth clients, charitable organizations and businesses, primarily through portfolio management billed as a percentage of assets under management. The firm is a small team (three advisors) that manages approximately $242 million for about 215 client relationships.
The firm’s investment process is carried out at the individual adviser level: each investment adviser representative has autonomy to recommend and implement strategies across mutual funds, ETFs, individual equity and debt securities, options and through selected Independent Managers, and Position Wealth conducts ongoing monitoring of those managers. Portfolios are tailored to client risk tolerance and objectives, and the firm also advises on or manages assets held outside primary custodians (for example variable life/annuity contracts, employer retirement plans, and 529 plans); certain strategies may employ margin and options, which increase portfolio risk.
What distinguishes Position Wealth from many peers is its combination of scale and structure — a recently registered adviser that has grown to several hundred million in AUM while operating as a small adviser team — and its business affiliations and operational arrangements that can create conflicts to be aware of. The firm’s owners maintain related insurance and property entities, some supervised persons sell insurance on a commission basis, Position Wealth may share fees with Independent Managers, receives non‑cash support from recommended custodians (software, research and trading infrastructure), and it is deemed to have limited custody because it can directly debit advisory fees or direct transfers per client authorization.
Client services
Expertise
Fee options
0.25% – 1.50% (25 to 150 basis points), varies by portfolio size, composition, services, and IAR
Certain Supervised Persons offer insurance products under separate commission-based arrangements separate from advisory services.
Main office
2001 Timberloch Place, Suite 500
The Woodlands TX 77380
Advisors at this office
3
Most active in
California · Florida · Louisiana · Nevada · New Jersey · Pennsylvania · Texas · Utah
Also doing business as
Position Wealth · Position Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Cary M
Series 66
The Woodlands, TX
Position Wealth
Cary Marger is a financial advisor at Position Wealth with 14 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch from 2014 to 2019 before joining Position Wealth. Position Wealth provides discretionary investment and wealth management services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm manages approximately $242 million across about 215 client relationships, offering tailored portfolios that include mutual funds, ETFs, individual securities, options, and selected Independent Managers.
Darian A
Series 63, Series 66
The Woodlands, TX
Position Wealth
Darian Allizadeh is a financial advisor at Position Wealth with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at The Vanguard Group, T3 Trading Group, and Merrill Lynch. Position Wealth provides discretionary investment and wealth management services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm’s investment approach is personalized at the adviser level, using a range of securities and strategies tailored to client risk tolerance and objectives.
Danny A
ChFC®, Series 63, Series 65
The Woodlands, TX
Position Wealth
Danny Allizadeh is a financial advisor at Position Wealth with 26 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Position Wealth, he worked at Merrill Lynch for nine years. Outside of his advisory role, he serves as Board Member and Treasurer for the Rotary Club of Harris County Medical Center, a charitable organization. Position Wealth provides discretionary investment and wealth management services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm operates as a small team managing approximately $242 million in assets, with tailored portfolios that incorporate a range of investment strategies and ongoing monitoring of selected Independent Managers.
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