Key facts
- TOTAL WEALTH SERVICES, LLC is a other based in WESTLAKE VILLAGE, CA.
- TOTAL WEALTH SERVICES, LLC reports $119K in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 331833- Regulatory AUM
- $119K
- Private fund assets
- —
- Private funds
- —
- Staff
- 6
- Registered office
- WESTLAKE VILLAGE, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
Free account
See the whole book
- ·Watchlist + alerts for TOTAL WEALTH SERVICES, LLC's activity
Create free account
No card required
Portfolio
Portfolio — not yet on record
No portfolio companies for TOTAL WEALTH SERVICES, LLC are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Frequently asked
- What is TOTAL WEALTH SERVICES, LLC's AUM?
- TOTAL WEALTH SERVICES, LLC manages approximately $119K in assets.