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Building 2TOTAL WEALTH ADVISORS, LLC

Map pinHOPKINS, MN
Phone612-294-9208
NotebookSEC #801-121278
Total AUM
$107.2M
Employees
2
Clients
92

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
809 MAINSTREET
HOPKINS
MN 55343
United States
Operating Hours
9:00-5:00
Monday - Friday
Phone
612-294-9208

ReceiptFinancials

Total AUM
$107.2M
Accounts
301
Discretionary
$103.6M
Accounts
288
Non-Discretionary
$3.6M
Accounts
13

ContactClients

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Individual Clients
42
AUM
$27.7M
HNW Individual Clients
27
AUM
$60.6M
Pension/Profit Sharing Plan Clients
10
AUM
$15.3M
Other Clients
13
AUM
$3.6M
Description of Other Clients
529 PLANS

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LAMNNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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