TOTAL WEALTH

TOTAL WEALTH of WEST DES MOINES, IA is an SEC-registered investment adviser (CRD 328549). Regulatory assets under management: $20.8M.

Registration

• CRD: 328549
• Type: Registered investment adviser
• Location: 5550 WILD ROSE LANE, WEST DES MOINES, IA, 50266
• Phone: (515) 259-6369
• Latest filing: 2026-03-23
• Regulatory AUM: $20.8M
• Discretionary AUM: $20.8M
• Clients: 2
• Accounts: 117

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328549 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search