Darian
Allizadeh

Position Wealth

CRD#7117220
Investment Advisor
in Spring, TX

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About this Advisor

Darian Allizadeh is a financial advisor based in Spring, Texas, working with Position Wealth. Darian has previously held roles at Hold Bros. Capital, LLC, Merrill Lynch, Corner Bakery, Arizona State University, The Woodslands High School, T3 Trading Group, LLC, The Vanguard Group, Inc, Arizona Republic Newspaper, and Position Wealth, LLC. Darian has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona, California, Florida, Louisiana, Nevada, Texas, and Utah. Currently, Darian is part of Position Wealth, which operates out of Spring, Texas. The firm has 3 offices and 3 employees. Position Wealth manages assets totaling $206.2 million and serves both charitable organizations and high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, as well as the selection of other advisers. The fee structure at Position Wealth is asset-based.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

2001 Timberloch Place Suite 500
Spring, TX 77380

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Position Wealth Brokerage Details

Total Assets Under Management

$206,173,951

TX Average: $3,042,739,679
Total Number of Employees

3

TX Average: 49
Total Number of Accounts

581

TX Average: 2,315
Average Account Size

$354,861

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Darian Allizadeh Work History

2024 - Present (1 year)

Position Wealth, LLC

2022 - 2024 (2 years)

The Vanguard Group, Inc

2021 - 2022 (1 year)

T3 Trading Group, LLC

2020 - 2021 (1 year)

Hold Bros. Capital, LLC

2019 - 2019 (< 1 year)

Merrill Lynch

2019 - 2021 (2 years)

Arizona Republic Newspaper

2018 - 2021 (3 years)

Arizona State University

2016 - 2018 (2 years)

Corner Bakery

2014 - 2018 (4 years)

The Woodslands High School

Disclosures

Please visit the SEC profile of Darian Allizadeh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Position Wealth

Darian Allizadeh
Spring, TX
Cary Marger
Spring, TX
Danny Allizadeh
Spring, TX

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