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TOTAL WEALTH ADVISORS, LLC

809 Mainstreet
Hopkins, Minnesota 55343
Tel: 612-294-9208

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About TOTAL WEALTH ADVISORS, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#164633
SEC#801-121278
Assets Managed by Firm$90,680,971
No. of Clients343
No. of Advisors2

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total343$90,680,971
Individuals (other than high net worth individuals)110$25,331,148
High net worth individuals23$51,356,373
Pension and profit sharing plans14$13,993,450

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