TOTAL WEALTH SERVICES, LLC of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser (CRD 331833). Regulatory assets under management: $186.1M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pensions.
| 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 | — |