Titus David Allen
Investment adviser representative at Asset One Wealth Management, LLC
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$982.5MFirm assets
Are you Titus David Allen? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Asset One Wealth Management, LLCNov 2025 to now
- Purshe Kaplan Sterling InvestmentsNov 2025 to now
- Cetera Investment Advisers LLCJun 2023 to Nov 2025
- Cetera Wealth Services, LLCJun 2021 to Nov 2025
- Voya Financial AdvisorsAug 2017 to Jun 2021
- Fifth Third SecuritiesOct 2007 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (OH).
Asset One Wealth Management, LLC
$982.5MAssets managed
1,173Clients
18Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4774894
- Firm CRD
- 336350