SEC Form ADV

TOTAL WEALTH SOLUTIONS

Registered Investment AdviserCA
$148.0M
Assets Under Management
155
Total Clients
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Registration Details

Accession
CRD-327794
Location
LOS ALTOS, CA
Filing Date
May 5, 2026
AUM
$148.0M
Total Clients
155
Amendment
No

About this Adviser

TOTAL WEALTH SOLUTIONS is a registered investment adviser headquartered in LOS ALTOS, CA, managing approximately $148.0M in assets across 155 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.