TOTAL WEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$107,216,881
Discretionary
$103,567,601
Non-discretionary
$3,649,280
Firm details
- CRD number
- 164633
- SEC file number
- 801-121278
- Main office
- HOPKINS, MN, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.