# TOTAL WEALTH SERVICES, LLC

TOTAL WEALTH SERVICES, LLC of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 331833
- Type: SEC-registered investment adviser
- SEC file number: 801-130563
- Location: 4165 E THOUSAND OAKS BLVD, #355, WESTLAKE VILLAGE, CA, 91362
- Phone: 818-309-3071
- Latest filing: 2026-03-30
- Regulatory AUM: $186.1M
- Discretionary AUM: $186.1M
- Clients: 6
- Accounts: 347

## Business model

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

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Brandon M Berman | PRINCIPAL & CHIEF COMPLIANCE OFFICER; PRINCIPAL & MANAGING MEMBER | — |
| BERMAN LAWRENCE M | PRINCIPAL & CHIEF COMPLIANCE OFFICER | — |
| Keith Gray | CHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/331833/brochure
- Similar advisers: https://search.stillhousedata.com/firm/331833/similar
- Related entities: https://search.stillhousedata.com/firm/331833/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/331833

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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.