|
⚲
|
| Total Wealth Solutions Inc
✚
|
|
|---|---|
| CRD # | 327794 |
| SEC # | 801-136043 |
| CIK # | |
| AUM | $148.0 M (2026-05-05) |
| Employees | 2 (50% Investors, 50% Brokers) |
| Phone | 510-252-0135 |
| Address | 146 Main Street Los Altos, CA 94022 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 10.0 |
| (b) Individuals (high net worth individuals) | 60 | 130.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 8.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 155 | 148.0 |
| By Discretionary | ||
| Discretionary | 155 | 148.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 155 | 148.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 148.0 | |
| Total | 155 | 148.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Preston F Sanders CHFC LLC
✚
|
GA | 0.1 |
|
Beacon Hill Wealth Management Ltd
✚
|
0.1 | |
|
H S Dreher Capital Management LLC
✚
|
NC | 0.1 |
|
NICH Capital Partners Inc
✚
|
0.1 | |
|
Bulwark Capital Corporation
✚
|
0.1 | |
|
TUVE Investment Management Inc
✚
|
IA | 0.1 |
|
EDMP Inc
✚
|
FL | 0.1 |
|
FIT Asset Management LLC
✚
|
CO | 0.1 |
|
Outlook Capital Management LLC
✚
|
IL | 0.1 |
|
Burgess Investment Group LLC
✚
|
SC | 0.1 |