Sonny M. Blanchard

Employer firm

Angelus Wealth, LLC CRD 328571

$244.6K regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2015 → 09/2016
  Grant Thornton Llp
  Oaklahoma City, OK
• 09/2016 → 06/2017
  Briggs & Veselka
  Houston, TX
• 02/2017 → Present
  Blanchard Cpa, Pllc
  Richmond, TX
• 06/2017 → 11/2018
  Heritage Wealth Management, Inc.
  Houston, TX
• 12/2018 → 12/2022
  Blanchard Wealth Partners, Llc
  Richmond, TX
• 10/2023 → Present
  Titan Cfo
  Austin, TX
• 10/2023 → Present
  Titan Tax
  Austin, TX
• 02/2024 → Present
  Titan Wealth Management
  Austin, TX

Previous Registrations

• 2018-12-20 → 2022-12-31
  Blanchard Wealth Partners
  Richmond, TX
• 2021-11-03 → 2022-05-13
  Origin Investment Advisory Llc
  Sarasota, FL
  Richmond, TX

Other Businesses

Sonny Blanchard is the Principal of Titan Tax and Titan CFO, which provides tax preparation and planning, accounting, and business consulting services. These businesses are not investment-related. He started his relationships with these companies in October 2023. His activity accounts for approximately 120 hours of his time per month (90 hours during securities trading hours). He performs tax preparation and planning, accounting, and business consulting services. Titan Wealth Management; Investment-Related; Austin, TX; Investment Adviser; Investment Adviser Representative;  02/2024; Approx. 40 hours/month; Approx. 40 hours/month during trading hours; Provide investment advice and/or financial planning.

Designations

• Certified Financial Planner

Other Names

• Sonny Matthew Blanchard
• Sonny Blanchard