| Name | Title | Ownership | Since |
|---|---|---|---|
| Paul Joseph McCoy Control | Managing Member / Cco | 50-75% | 2012 |
| Suzanne Michelle McCoy Control | Managing Member | 50-75% | 2016 |
Total Wealth Advisors, LLC reports $102.4 million in regulatory assets under management on its Form ADV.
Total Wealth Advisors, LLC reports 2 employees.
Total Wealth Advisors, LLC is based in Hopkins, MN and has been SEC-registered since 2021.
Total Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 809 Mainstreet, Hopkins, MN 55343 |
| Phone | 612-294-9208 |
| Office hours | 9:00-5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $99.1M |
| Non-discretionary | $3.3M |
| Total (RAUM) | $102.4M |