Overview
Assets Under Management: $107 million
Headquarters: HOPKINS, MN
High-Net-Worth Clients: 27
Average Client Assets: $2.2 million
Frequently Asked Questions
TOTAL WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #164633), TOTAL WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
TOTAL WEALTH ADVISORS, LLC is headquartered in HOPKINS, MN.
TOTAL WEALTH ADVISORS, LLC serves 27 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, TOTAL WEALTH ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
TOTAL WEALTH ADVISORS, LLC manages $107 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, TOTAL WEALTH ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.50%
Average Client Assets: $2.2 million
Total Client Accounts: 301
Discretionary Accounts: 288
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 164633
Filing ID: 2081940
Last Filing Date: 2026-03-25 09:34:59