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TOTAL WEALTH SOLUTIONS
TOTAL WEALTH SOLUTIONS, INC.
CRD 327794 · SEC 801-136043
146 MAIN STREET, SUITE 201, LOS ALTOS, CA, 94022, United States
Phone
(510) 252-0135
Fax
(510) 252-0139
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$148.0M
Discretionary AUM
$148.0M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-05-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $10.0M |
| High net worth individuals | 60 | $130.0M |
| Charitable organizations | 2 | $8.0M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD