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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Total Solutions Enterprise LLC
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|---|---|
| CRD # | 318036 |
| SEC # | 801-123050 |
| CIK # | |
| AUM | $265.4 M (2025-07-28) |
| Employees | 5 (100% Investors, 40% Brokers) |
| Phone | 704-575-1148 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 12.8 |
| (b) Individuals (high net worth individuals) | 160 | 231.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 20.6 |
| (h) Charitable organizations | 3 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 564 | 265.4 |
| By Discretionary | ||
| Discretionary | 564 | 265.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 564 | 265.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 265.4 | |
| Total | 564 | 265.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Carpenter Claydon Advisors Inc
✚
|
FL | 0.3 |
|
Spectrum Financial Inc
✚
|
VA | 0.3 |
|
Orchid Advisory LLC
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TX | 0.3 |
|
Cogent Strategic Wealth LLC
✚
|
IL | 0.3 |
|
Aurelius Family Office LLC
✚
|
NH | 0.3 |
|
Broadway Wealth Solutions Inc
✚
|
TX | 0.3 |
|
Redemption Capital Partners LLC
✚
|
TX | 0.3 |
|
Lantern Wealth Advisors LLC
✚
|
NY | 0.3 |
|
APS Wealth Management LLC
✚
|
NY | 0.3 |
|
Marshall Investment Management LLC
✚
|
CO | 0.3 |