Position Wealth Llc
- Regulatory AUM
- $242M
- Discretionary
- $242M
- Clients
- 217
- Avg AUM / client
- $1.1M
- Accounts
- 215
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 142 | $37.1M | 15.3% |
| High net worth individuals | 73 | $205M | 84.7% |
| Charitable organizations | 1 | $9.4K | 0.0% |
| Corporations and other businesses | 1 | $13.0K | 0.01% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cary Seth Marger | Cco | Sep 2019 (7y) | ≈ 18.75% – 50% via Allizadeh And Marger Capital Llc | |
| Danny Allizadeh | Managing Partner | Chartered Financial Consultant | Sep 2019 (7y) | ≈ 56.25% – 100% via Allizadeh And Marger Capital Llc |
| Darian Joseph Allizadeh | Registered representative | Oct 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Allizadeh And Marger Capital Llc | Owner | Sep 2019 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Cary Seth Marger: 25% – 50% of Allizadeh And Marger Capital Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Danny Allizadeh: 75% – 100% of Allizadeh And Marger Capital Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/27/2026 | 933 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 28, 2026.
View current Form ADV (SEC/IAPD) ↗