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TOTAL WEALTH
TOTAL WEALTH, LLC
CRD 328549
5550 WILD ROSE LANE, SUITE 400, WEST DES MOINES, IA, 50266, United States
Phone
(515) 259-6369
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$20.8M
Discretionary AUM
$20.8M
Team
2 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $7.3M |
| High net worth individuals | 10 | $13.5M |
All web addresses on file
Official SEC filing: View on IAPD