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TOTAL WEALTH ADVISORS, LLC

dba TOTAL WEALTH ADVISORS, LLC · CRD 164633 · Registered Investment Adviser

TOTAL WEALTH ADVISORS, LLC is a Registered Investment Adviser headquartered in HOPKINS, MN. The firm reports $107,216,881 in regulatory assets under management across 301 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$103,567,601
Non-discretionary$3,649,280
Total RAUM$107,216,881
Accounts301

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 164633. adviserinfo.sec.gov/firm/summary/164633.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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