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| Keyboard |
| Total Wealth Services LLC
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|---|---|
| CRD # | 331833 |
| SEC # | 801-130563 |
| CIK # | |
| AUM | 186.1 M (2026-03-30) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 818-309-3071 |
| Address | 4165 E Thousand Oaks Blvd Westlake Village, CA 91362 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 47 | 6.1 |
| (b) Individuals (high net worth individuals) | 103 | 167.5 |
| (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 | 8 | 11.4 |
| (h) Charitable organizations | 1 | 1.1 |
| (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 | 3 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 347 | 186.1 |
| By Discretionary | ||
| Discretionary | 347 | 186.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 347 | 186.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 186.0 | |
| Total | 347 | 186.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Retirement Advisors LLC
✚
|
TX | 186.4 M |
|
Granite Financial Group LLC
✚
|
WI | 186.2 M |
|
Eagle Investment Advisors LLC
✚
|
PA | 186.1 M |
|
Gibson Wealth Advisors LLC
✚
|
186.1 M | |
|
Vigil Wealth Management LLC
✚
|
FL | 186.0 M |
|
Ridge Capital Management LLC
✚
|
GA | 186.0 M |
|
Hillspring Financial Inc
✚
|
AZ | 186.0 M |
|
Schrum Private Wealth Management LLC
✚
|
FL | 185.9 M |
|
The Kocen Financial Group Inc
✚
|
CA | 185.9 M |
|
Liberty Atlantic Advisors LLC
✚
|
185.8 M |