Total Wealth

Overview

Total Wealth is structured as a limited liability company operating as an independent registered investment adviser that serves individual and family clients. The firm functions as a capital allocator and offers a mix of advisory engagements billed as a percentage of assets under management, hourly fees, and fixed fees. Its advisory services, as described in filings, include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and investor education through periodicals and seminars. Total Wealth notes industry affiliations with an accounting firm and an insurance company. The firm is not an active ESG investor and is registered to operate in a single state.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices