809 Mainstreet
Hopkins, Minnesota 55343
Tel: 612-294-9208
TOTAL WEALTH ADVISORS, LLC, formally registered with the SEC as TOTAL WEALTH ADVISORS, LLC. The firm was established in 05/21/2021. They have over 1 offices throughout the country.
TOTAL WEALTH ADVISORS, LLC is a Hopkins, Minnesota based Financial Planning firm with nearly $90,680,971 assets under management, offering retirement planning & investment advisory services to 343 clients. The firm is staffed with 2 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 164633 |
SEC# | 801-121278 |
Assets Managed by Firm | $90,680,971 |
No. of Clients | 343 |
No. of Advisors | 2 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 343 | $90,680,971 |
Individuals (other than high net worth individuals) | 110 | $25,331,148 |
High net worth individuals | 23 | $51,356,373 |
Pension and profit sharing plans | 14 | $13,993,450 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$479,793,782,427 | 2284921 | 13903 | |
$176,091,949,959 | 88 | 77 | |
$137,829,756,000 | 3 | 200 | |
$121,600,874,152 | 69 | 4167 | |
$85,511,782,543 | 279 | 102 |
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