Investment adviser · CRD 331833
TOTAL WEALTH SERVICES, LLC
Investment adviser filing (IA)
WESTLAKE VILLAGE, CA, United States · Form ADV filed Mar 30, 2026
- Regulatory AUM
- $186M Form ADV · Item 5.F
- Client accounts
- 347 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 103 | $167,456,759 | 90.0% |
| Retirement plans | 8 | $11,350,312 | 6.1% |
| Individuals | 47 | $6,114,260 | 3.3% |
| Charities | Fewer than 5 | $1,113,498 | 0.6% |
| Corporations & businesses | Fewer than 5 | $44,852 | 0.0% |
Filing source
Form ADV 2081941 · Mar 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
4165 E THOUSAND OAKS BLVD, #355WESTLAKE VILLAGE, CA, 91362, United States
CRD 331833
Filing source
Form ADV 2081941 · Mar 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.