| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon M Berman Control | Principal & Chief Compliance Officer | Over 75% | 2024 |
Total Wealth Services, LLC reports $121.2 million in regulatory assets under management on its Form ADV.
Total Wealth Services, LLC reports 3 employees.
Total Wealth Services, LLC is based in Westlake Village, CA and has been SEC-registered since 2024.
Total Wealth Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4165 E Thousand Oaks Blvd, #355, Westlake Village, CA 91362 |
| Phone | 818-309-3071 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $121.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $121.2M |