TOTAL WEALTH SOLUTIONS, INC.
Doing business as TOTAL WEALTH SOLUTIONS. SEC Form ADV profile.
Total regulatory AUM
$148,000,000
Discretionary
$148,000,000
Non-discretionary
$0
Firm details
- CRD number
- 327794
- SEC file number
- 801-136043
- Main office
- LOS ALTOS, CA, United States
- Employees
- 2
- SEC status
- Approved
- Website
- https://www.onetws.com/
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.