TOTAL WEALTH

Overview

Total Wealth is an independent registered investment adviser organized as a limited liability company that focuses on individual and family clients. The firm operates as a capital allocator and combines financial planning with discretionary portfolio management for individuals and small businesses. Its advisory mix includes retirement and pension consulting, selecting third-party advisers when appropriate, and running client education through periodic publications and seminars. Fee arrangements are flexible, spanning asset-based fees, hourly billing and flat‑fee projects. Investment emphasis is equities-driven, with the bulk of client assets positioned in exchange‑traded vehicles; the firm does not identify as an active ESG investor and does not report multistate adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices