TOTAL WEALTH SERVICES, LLC
SEC Form ADV profile.
Total regulatory AUM
$186,079,681
Discretionary
$186,079,681
Non-discretionary
$0
Firm details
- CRD number
- 331833
- SEC file number
- 801-130563
- Main office
- WESTLAKE VILLAGE, CA, United States
- Employees
- 6
- SEC status
- Approved
- Website
- https://totalwealthservices.com/
- Fee structure
-
Percentage of AUM
As of November 2026.