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TOTAL WEALTH ADVISORS, LLC
CRD 164633 · SEC 801-121278
809 MAINSTREET, HOPKINS, MN, 55343, United States
Phone
612-294-9208
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$107.2M
Discretionary AUM
$103.6M
Team
2 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 42 | $27.7M |
| High net worth individuals | 27 | $60.6M |
| Pension/profit sharing plans | 10 | $15.3M |
States served
LA, MN, NY, TX
All web addresses on file
Official SEC filing: View on IAPD