Total Wealth Services, LLC
Total Wealth Services, LLC is an SEC-registered wealth manager in Westlake Village, CA with $186.1M assets under management (AUM, regulatory AUM), +53% over one year. See who owns Total Wealth Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 331833, SEC 801-130563, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $186.1M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Westlake Village, CA
- Employees
- 6
- Clients
- 162
- CRD
- 331833
- Ownership
- BERMAN, BRANDON, M; Gray, Keith
How much AUM does Total Wealth Services, LLC have?
Total Wealth Services, LLC reported $186.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Total Wealth Services, LLC?
Disclosed owners and executives of Total Wealth Services, LLC include BERMAN, BRANDON, M, Gray, Keith. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.