TOTEM WEALTH MANAGEMENT LLC

TOTEM WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 327820). Regulatory assets under management: $13.1M.

Registration

• CRD: 327820
• Type: Registered investment adviser
• Phone: (407) 437-0510
• Latest filing: 2026-06-29
• Regulatory AUM: $13.1M
• Discretionary AUM: $13.1M
• Clients: 3
• Accounts: 320

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327820 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search