TOTAL WEALTH SOLUTIONS

Overview

Total Wealth Solutions operates as an independent, privately owned registered investment adviser organized as a corporation. The firm serves both individual and family clients as well as some institutional relationships, with a stated focus on financial planning and discretionary portfolio management for individuals and small businesses. Its client fees combine a percentage-of-AUM model with the option for fixed fees. The firm does not identify as an active ESG investor, does not position itself as a pension consultant or capital allocator, and is not reported as a multi-state adviser. The snapshot lists SEC registration in 2026.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices