# TOTAL WEALTH MANAGEMENT INC.

TOTAL WEALTH MANAGEMENT INC. of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 140503
- Type: SEC-registered investment adviser
- SEC file number: 801-70829
- Location: 8880 RIO SAN DIEGO DRIVE, SUITE 800, SAN DIEGO, CA, 92108
- Phone: 619-704-1500
- Latest filing: 2014-12-11
- Regulatory AUM: $102.9M
- Discretionary AUM: $102.9M
- Clients: 5
- Accounts: 773

## Officers, owners & control persons (4)

| 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 | — |


## Private funds (7)

| Fund | Type | Formed | Owners | GAV | 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 |


## Fund service providers (2)

- administrator: FUNDCORP ACCOUNTING — 6 funds
- administrator: ABACO FINANCIAL SERVICE CORPORATION

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/140503/brochure
- Similar advisers: https://search.stillhousedata.com/firm/140503/similar
- Related entities: https://search.stillhousedata.com/firm/140503/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/140503

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.