1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2TOTAL WEALTH SOLUTIONS

Map pinLOS ALTOS, CA
Phone(510) 252-0135
NotebookSEC #801-136043
Total AUM
$148M
Employees
2
Clients
82

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
146 MAIN STREET
SUITE 201
LOS ALTOS
CA 94022
United States
Operating Hours
9-5
Monday - Friday
Phone
(510) 252-0135

ReceiptFinancials

Total AUM
$148M
Accounts
155
Discretionary
$148M
Accounts
155
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
20
AUM
$10M
HNW Individual Clients
60
AUM
$130M
Charitable Organization Clients
2
AUM
$8M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account