|
⚲
|
| Total Solutions Enterprise LLC
✚
|
|
|---|---|
| CRD # | 318036 |
| SEC # | 801-123050 |
| CIK # | |
| AUM | $305.0 M (2026-04-01) |
| Employees | 8 (100% Investors, 25% Brokers) |
| Phone | 704-575-1148 |
| Address | 4500 Cameron Valley Parkway Charlotte, NC 28211 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 39 | 27.8 |
| (b) Individuals (high net worth individuals) | 117 | 248.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 24.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 5.0 |
| (n) Other | 2 | 0.0 |
| Total | 799 | 305.0 |
| By Discretionary | ||
| Discretionary | 765 | 275.0 |
| Non-Discretionary | 34 | 30.0 |
| Total | 799 | 305.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 305.0 | |
| Total | 799 | 305.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Rockwall Wealth Management Inc
✚
|
TX | 0.3 |
|
Stableford Capital LLC
✚
|
AZ | 0.3 |
|
Clarus Wealth Advisors LLC
✚
|
AZ | 0.3 |
|
Retirement Capital Strategies Inc
✚
|
CA | 0.3 |
|
Kachkovsky & Fisher Inc
✚
|
CA | 0.3 |
|
Old Slip Registered Investment Advisors LLC
✚
|
NY | 0.3 |
|
Broadview Wealth Partners LLC
✚
|
CO | 0.3 |
|
Black Cypress Capital Management LLC
✚
|
0.3 | |
|
Future Finances Inc
✚
|
OH | 0.3 |
|
Hergenroeder Financial Advisors Inc
✚
|
MD | 0.3 |