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TOTAL WEALTH SERVICES, LLC
CRD 331833 · SEC 801-130563
4165 E THOUSAND OAKS BLVD, #355, WESTLAKE VILLAGE, CA, 91362, United States
Phone
818-309-3071
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$186.1M
Discretionary AUM
$186.1M
Team
6 total employees; 6 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 47 | $6.1M |
| High net worth individuals | 103 | $167.5M |
| Pension/profit sharing plans | 8 | $11.4M |
| Charitable organizations | 1 | $1.1M |
| Corporations/business entities | 3 | $45K |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD