SEC Form ADV

TOTAL WEALTH SERVICES, LLC

Registered Investment AdviserCA
$186.1M
Assets Under Management
347
Total Clients
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Registration Details

Accession
CRD-331833
Location
WESTLAKE VILLAGE, CA
Filing Date
March 30, 2026
AUM
$186.1M
Total Clients
347
Amendment
No

About this Adviser

TOTAL WEALTH SERVICES, LLC is a registered investment adviser headquartered in WESTLAKE VILLAGE, CA, managing approximately $186.1M in assets across 347 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.