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⚲
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| Total Wealth Advisors LLC
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|
|---|---|
| CRD # | 164633 |
| SEC # | 801-121278 |
| CIK # | |
| AUM | $202.4 MM (2023-03-20) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 612-294-9208 |
| Address | 809 MainStreet Hopkins, MN 55343 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 193 | 49.6 |
| (b) Individuals (high net worth individuals) | 59 | 139.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 18 | 11.3 |
| (h) Charitable organizations | 1 | 2.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 723 | 202.4 |
| By Discretionary | ||
| Discretionary | 705 | 191.1 |
| Non-Discretionary | 18 | 11.3 |
| Total | 723 | 202.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 202.4 | |
| Total | 723 | 202.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
American Planning Services Inc
✚
|
FL | 0.2 |
|
Buttonwood Financial Advisors Inc
✚
|
MD | 0.2 |
|
Cherry Creek Investment Advisors Inc
✚
|
CO | 0.2 |
|
Burrus Financial Services Inc
✚
|
UT | 0.2 |
|
Artifex Financial Group LLC
✚
|
OH | 0.2 |
|
Valor Financial Services LLC
✚
|
TN | 0.2 |
|
New England Financial Planning Group LLC
✚
|
MA | 0.2 |
|
Carlsbad Wealth Advisory Group Inc
✚
|
CA | 0.2 |
|
Wela Strategies Inc
✚
|
GA | 0.2 |
|
Compton Capital Management Inc
✚
|
RI | 0.2 |