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Building 2TOTAL WEALTH SOLUTIONS

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

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 2 is a narrative brochure and supplemental material detailing firm operations, services, and fees.

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