Titanium Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Titanium Wealth Management LLC is a state-registered investment adviser formed in 2026 that offers discretionary investment management alongside comprehensive financial planning and segmented consulting for individual and high‑net‑worth clients. The firm also conducts educational workshops on general financial and investment topics, which it states are offered free of charge.
TWM describes a goals‑based, asset‑allocation driven approach with three published management strategies (Strategic Asset Management using mutual funds/ETFs, Strategic Investment Management using individual securities and options, and Personalized Asset Allocation with an active option writing program). Portfolios are monitored on an ongoing basis, and TWM may use third‑party sub‑advisers through the GeoWealth platform; it discloses both quarterly, in‑arrears asset‑based advisory fees and the option to charge flat or hourly fees for planning and consulting engagements.
Notable items in the brochure that distinguish the firm from many peers include its initial ADV filing with no assets under management at the time of filing, its explicit use of a model/platform relationship (GeoWealth) and retained fee differentials when sub‑advisers or platform fees apply, and an affiliated, state‑licensed insurance agency through which representatives may offer insurance products and receive commissions — a relationship the firm discloses and says it manages through suitability reviews and additional disclosures.
Client services
Expertise
Fee options
Up to $5,000 flat fee for financial planning and financial consulting
$0 - $2,000,000: 1.25% $2,000,001 - $4,000,000: 1.00% $4,000,001 - $6,000,000: 0.75% over $6,000,000+: negotiable $0 - $500,000: 1.65% $500,001 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.25% $2,000,001 - $3,000,000: 1.00% over $3,000,000+: negotiable $0 - $5,000,000: 1.65% over $5,000,000+: negotiable
Insurance products sales earn standard commissions
Up to $350 per hour for financial planning and consulting services
Account minimum: $25,000 (negotiable) Fee-only: Flat fee up to $5,000 (financial planning), Hourly up to $350/hour (financial planning and consulting)
Main office
Cumming GA
Advisors at this office
1
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")