Overview
Assets Under Management: $148 million
Headquarters: LOS ALTOS, CA
High-Net-Worth Clients: 60
Average Client Assets: $2.2 million
Frequently Asked Questions
TOTAL WEALTH SOLUTIONS 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 #327794), TOTAL WEALTH SOLUTIONS is subject to fiduciary duty under federal law.
TOTAL WEALTH SOLUTIONS is headquartered in LOS ALTOS, CA.
TOTAL WEALTH SOLUTIONS serves 60 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, TOTAL WEALTH SOLUTIONS offers financial planning and portfolio management for individuals. View all service details ↓
TOTAL WEALTH SOLUTIONS manages $148 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, TOTAL WEALTH SOLUTIONS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.84%
Average Client Assets: $2.2 million
Total Client Accounts: 155
Discretionary Accounts: 155
Regulatory Filings
CRD Number: 327794
Filing ID: 2085828
Last Filing Date: 2026-03-27 19:11:07