TOTAL WEALTH SERVICES, LLC

Overview

Total Wealth Services, LLC is an independent registered investment adviser that runs a fee-based practice focused on individuals, families and smaller institutions. The firm’s advisory scope centers on financial planning, portfolio management for individuals and small businesses, and pension consulting services. It operates under an individual ownership structure and is organized as a limited liability company; the firm registered with the SEC in 2024. Investmently, the firm shows a clear tilt toward equities. Exchange-traded securities and equity SMAs are the dominant allocation, supported by mutual fund exposure for blended strategies. Total Wealth Services is not positioned as an active ESG investor and does not list broader alternative-asset manager programs or capital allocation services. The business also lists an industry affiliation with accountants, which suggests coordination on tax and reporting matters for clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices