Total Wealth Solutions
Total Wealth Solutions is an SEC-registered wealth manager with $148.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Total Wealth Solutions: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 327794, data through 2026-05-05.
- AUM (assets under management / regulatory AUM)
- $148.0M (2026-05-05)
- Firm type
- Wealth Manager
- Employees
- 2
- Clients
- 82
- CRD
- 327794
- Ownership
- THANVI, IMRAN, JAFFER
How much AUM does Total Wealth Solutions have?
Total Wealth Solutions reported $148.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-05).
Who owns Total Wealth Solutions?
Disclosed owners and executives of Total Wealth Solutions include THANVI, IMRAN, JAFFER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.