Total Wealth Partners

RIAState Registered
Total AUM
$32.7M
Discretionary
$32.7M
100% of AUM
Avg account
$414K
Accounts
79
Employees
2
Advisory reps
2

Firm details

Headquarters
Memphis, Tennessee
CRD number
287725
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI92.06%
  • Individuals7.94%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Total Wealth Partners is an independent RIA organized as an LLC that provides fee-based portfolio management primarily to individuals and families, including small businesses. The firm charges clients a percentage of assets under management and focuses on discretionary portfolio oversight. It reports state registrations in Louisiana, Tennessee and Texas and is owned by an individual principal. Total Wealth Partners does not market itself as an ESG investor, is not a capital allocator to third-party managers in the sense of a fund-of-funds, and does not position itself as a pension consultant or related-adviser network.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 63%, Exchange Traded Equities 29%, US Government Bonds 4%, State & Local Bonds 2%, Investment Grade Corp Bonds 2%63%
  • Cash & Cash Equivalents63%
  • Exchange Traded Equities29%
  • US Government Bonds4%
  • State & Local Bonds2%
  • Investment Grade Corp Bonds2%

Contacts

2 of 2
  • William Klinke

    William Klinke

    PrincipalCRD 5898582

  • Joseph Teagarden

    PrincipalCRD 5070365

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Memphis, TN

Shelby

Location

Memphis, TN

Headquartered in Memphis, TN, anchoring the Memphis-Forrest City, TN-MS-AR metro in the South.

Metro area
Memphis-Forrest City, TN-MS-AR
Region
South
County
Shelby
Address
40 S Main St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth