TOTAL WEALTH SOLUTIONS, INC.

TOTAL WEALTH SOLUTIONS, INC. of LOS ALTOS, CA is an SEC-registered investment adviser (CRD 327794). Regulatory assets under management: $148.0M.

Registration

• CRD: 327794
• SEC file number: 801-136043
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327794 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search