# TOTAL WEALTH SOLUTIONS, INC.

TOTAL WEALTH SOLUTIONS, INC. of LOS ALTOS, CA is an SEC-registered investment adviser.

## Registration

- CRD: 327794
- Type: SEC-registered investment adviser
- SEC file number: 801-136043
- Location: 146 MAIN STREET, SUITE 201, LOS ALTOS, CA, 94022
- Phone: (510) 252-0135
- Latest filing: 2026-05-05
- Regulatory AUM: $148.0M
- Discretionary AUM: $148.0M
- Clients: 2
- Accounts: 155

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Imran Jaffer Thanvi | OWNER & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/327794/brochure
- Similar advisers: https://search.stillhousedata.com/firm/327794/similar
- Related entities: https://search.stillhousedata.com/firm/327794/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/327794

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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.