Total Wealth Advisors, LLC
Total Wealth Advisors, LLC is an SEC-registered wealth manager in Hopkins, MN with $107.2M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Total Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 164633, SEC 801-121278, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $107.2M (2026-03-25)
- Firm type
- Wealth Manager
- Location
- Hopkins, MN
- Employees
- 2
- Clients
- 92
- CRD
- 164633
- Ownership
- MCCOY, SUZANNE, MICHELLE; PEDERSON, SUZANNE, COOK; MCCOY, PAUL, JOSEPH
How much AUM does Total Wealth Advisors, LLC have?
Total Wealth Advisors, LLC reported $107.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Total Wealth Advisors, LLC?
Disclosed owners and executives of Total Wealth Advisors, LLC include MCCOY, SUZANNE, MICHELLE, PEDERSON, SUZANNE, COOK, MCCOY, PAUL, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.