Total Solutions Enterprise LLC

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Assets, Funds, Holdings

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Total Solutions Enterprise LLC
CRD #318036
SEC #801-123050
CIK #
AUM $219.5 MM (2024-03-30)
Employees 3 (100% Investors, 67% Brokers)
Phone704-575-1148
Address2026 S Wendover Road
Charlotte, NC 28211
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
2502001501005002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 10 0.4
(b) Individuals (high net worth individuals) 135 207.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 5 11.5
(h) Charitable organizations 0 0.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 374 219.5
By Discretionary
Discretionary 374 219.5
Non-Discretionary 0 0.0
Total 374 219.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 219.5
Total 374 219.5
Comparable Firms State AUM ($BB)
Griffin Black Inc
CA 0.2
Meriwether Wealth & Planning LLC
LA 0.2
RM Private Wealth Management Inc
FL 0.2
CBG & Company Inc
IN 0.2
BNB Wealth Management LLC
MD 0.2
Simplex Wealth Management LLC
CA 0.2
Fidelis IM LLC
OR 0.2
Aurora Investment Counsel
GA 0.2
Bermuda Investment Advisory Services Limited
0.2
HMM Group LLC
CA 0.2
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