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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Total Wealth Services LLC
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|---|---|
| CRD # | 331833 |
| SEC # | 801-130563 |
| CIK # | |
| AUM | $121.2 M (2025-03-25) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 818-309-3071 |
| Address | 4165 E Thousand Oaks Blvd Westlake Village, CA 91362 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 5.5 |
| (b) Individuals (high net worth individuals) | 144 | 115.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 247 | 121.2 |
| By Discretionary | ||
| Discretionary | 247 | 121.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 247 | 121.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 121.2 | |
| Total | 247 | 121.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bourke Wealth Management
✚
|
CA | 0.1 |
|
ATFS Advisers LLC
✚
|
0.1 | |
|
Mueller Wealth LLC
✚
|
WI | 0.1 |
|
The Cerato Group LLC
✚
|
NH | 0.1 |
|
Mench Financial Inc
✚
|
OH | 0.1 |
|
Sea Hunter Capital LLC
✚
|
FL | 0.1 |
|
Epic Advisory Services Corp
✚
|
FL | 0.1 |
|
Coretactic Strategies
✚
|
CO | 0.1 |
|
Boyd Financial Strategies Inc
✚
|
MA | 0.1 |
|
Vision Capital Management Corporation
✚
|
NC | 0.1 |