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Building 2TOTAL WEALTH SERVICES, LLC

Map pinWESTLAKE VILLAGE, CA
Phone818-309-3071
NotebookSEC #801-130563
Total AUM
$186.1M
Employees
6
Clients
162

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4165 E THOUSAND OAKS BLVD
#355
WESTLAKE VILLAGE
CA 91362
United States
Operating Hours
9AM - 5PM
BY APPOINTMENT ONLY
Phone
818-309-3071

ReceiptFinancials

Total AUM
$186.1M
Accounts
347
Discretionary
$186.1M
Accounts
347
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
47
AUM
$6.1M
HNW Individual Clients
103
AUM
$167.5M
Pension/Profit Sharing Plan Clients
8
AUM
$11.4M
Charitable Organization Clients
1
AUM
$1.1M
Corporation or Business Clients
3
AUM
$44.9K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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