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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Total Wealth Advisors LLC
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|---|---|
| CRD # | 164633 |
| SEC # | 801-121278 |
| CIK # | |
| AUM | $102.4 M (2025-03-31) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 612-294-9208 |
| Address | 809 MainStreet Hopkins, MN 55343 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 20.1 |
| (b) Individuals (high net worth individuals) | 29 | 62.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 16.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 18 | 3.3 |
| Total | 284 | 102.4 |
| By Discretionary | ||
| Discretionary | 266 | 99.1 |
| Non-Discretionary | 18 | 3.3 |
| Total | 284 | 102.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 102.4 | |
| Total | 284 | 102.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Compass Investment Advisers LLC
✚
|
OR | 0.1 |
|
Inversiones SURA Corp
✚
|
FL | 0.1 |
|
KUTZ and Company Inc
✚
|
NY | 0.1 |
|
Abridge Partners LLC
✚
|
0.1 | |
|
Catoctin Ridge Wealth Partner LLC
✚
|
MD | 0.1 |
|
Werlemann Securities LLC
✚
|
CA | 0.1 |
|
Financial Elements Inc
✚
|
IL | 0.1 |
|
FNEX Wealth LLC
✚
|
IN | 0.1 |
|
Genesis Financial Group LLC
✚
|
NJ | 0.1 |
|
Kahn Financial Group Inc
✚
|
FL | 0.1 |