TOTAL WEALTH MANAGEMENT INC. of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 140503). Regulatory assets under management: $102.9M.
| Name | Role | Location |
|---|---|---|
| COOPER JACOB KEITH | CEO; CEO AND CCO | — |
| MCNAMEE NATHAN PHILLIP | CHIEF OPERATIONS OFFICER; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| SHOEMAKER DOUGLAS DAVID | CHIEF COMPLIANCE OFFICER | — |
| FOWLER BRITTANY EDLEFSEN | CHIEF COMPLIANCE OFFICER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| ALTUS CAPITAL OPPORTUNITY FUND, LP | Other Private Fund | — | 86 | $41.4M | $250K |
| ALTUS INCOME PORTFOLIO SERIES | Other Private Fund | — | 15 | $16.4M | $250K |
| ALTUS GROWTH PORTFOLIO SERIES | Other Private Fund | — | 6 | $5.1M | $250K |
| ALTUS CONSERVATIVE PORTFOLIO SERIES | Other Private Fund | — | 17 | $3.8M | $250K |
| ALTUS MODERATE PORTFOLIO SERIES | Other Private Fund | — | 17 | $2.7M | $250K |
| ALTUS MODERATE GROWTH PORTFOLIO SERIES | Other Private Fund | — | 1 | $1.6M | $250K |
| ALTUS FOCUSED GROWTH PORTFOLIO SERIES | Other Private Fund | — | 2 | $1.3M | $250K |