| Name | Title | Ownership | Since |
|---|---|---|---|
| Imran Jaffer Thanvi Control | Owner & Chief Compliance Officer | Over 75% | 2023 |
Total Wealth Solutions, Inc. reports $148 million in regulatory assets under management on its Form ADV.
Total Wealth Solutions, Inc. reports 2 employees.
Total Wealth Solutions, Inc. is based in Los Altos, CA and has been SEC-registered since 2026.
Total Wealth Solutions, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 146 Main Street, Suite 201, Los Altos, CA 94022 |
| Phone | (510) 252-0135 |
| Fax | (510) 252-0139 |
| Office hours | 9-5 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $148M |
| Non-discretionary | $0 |
| Total (RAUM) | $148M |