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TOTAL WEALTH ADVISORS, LLC
809 Mainstreet
Hopkins, Minnesota 55343
Tel: 612-294-9208
About TOTAL WEALTH ADVISORS, LLC
TOTAL WEALTH ADVISORS, LLC, formally registered with the SEC as TOTAL WEALTH ADVISORS, LLC. The firm was established in 05/21/2021. They have over 1 offices throughout the country.
TOTAL WEALTH ADVISORS, LLC is a Hopkins, Minnesota based Financial Planning firm with nearly $90,680,971 assets under management, offering retirement planning & investment advisory services to 343 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 164633 |
| SEC# | 801-121278 |
| Assets Managed by Firm | $90,680,971 |
| No. of Clients | 343 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 343 | $90,680,971 |
| Individuals (other than high net worth individuals) | 110 | $25,331,148 |
| High net worth individuals | 23 | $51,356,373 |
| Pension and profit sharing plans | 14 | $13,993,450 |
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|---|---|---|---|
| $479,793,782,427 | 2284921 | 13903 | |
| $176,091,949,959 | 88 | 77 | |
| $137,829,756,000 | 3 | 200 | |
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| $85,511,782,543 | 279 | 102 |
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