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Brandon M Berman

Principal & Chief Compliance OfficerTotal Wealth Services, LLCCRD 5911138

About Brandon M Berman

Brandon M Berman is listed as Principal & Chief Compliance Officer at Total Wealth Services, LLC in Westlake Village, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Total Wealth Services, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Brandon M Berman work?

Brandon M Berman is listed as Principal & Chief Compliance Officer at Total Wealth Services, LLC on SEC Form ADV.

How much of Total Wealth Services, LLC does Brandon M Berman own?

Form ADV reports a beneficial ownership band of Over 75%.

Total Wealth Services, LLC

TitlePrincipal & Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2024
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