# Total Wealth Advisors, LLC

> Total Wealth Advisors, LLC is an SEC-registered investment advisory firm in Hopkins, MN, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 164633
- Filed as: TOTAL WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hopkins, MN
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/164633
- AdvisorCensus page: https://advisorcensus.com/firm/total-wealth-advisors-llc-hopkins-mn-164633

## Quick answers

**How is Total Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Total Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Total Wealth Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated March 25, 2026 states: Flat fee: $500 to $5,000 (traditional financial planning services); Subscription: $150 a month (Subscription based financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Total Wealth Advisors, LLC located?**
Total Wealth Advisors, LLC's principal office is in Hopkins, MN, according to its Form ADV.

**Is Total Wealth Advisors, LLC registered with the SEC or a state?**
Total Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 164633.

**How much does Total Wealth Advisors, LLC manage?**
Total Wealth Advisors, LLC reports $107,216,881 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (97% discretionary).

**How have Total Wealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Total Wealth Advisors, LLC: Regulatory assets under management: $118,788,113 in the October 2021 data and $107,216,881 in the October 2026 data, down 10%. Total employees: 4 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Total Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (42); high net worth individuals (27); other (13).

**Which custodians does Total Wealth Advisors, LLC use?**
Total Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Total Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/164633

**Does Total Wealth Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 25, 2026 says: "TWA services are offered to individuals , high net worth individuals, pension, and profit-sharing plans, corporations, and other business entities. TWA does not require a minimum account size to become a client."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Account minimum: None

> TWA services are offered to individuals , high net worth individuals, pension, and profit-sharing plans, corporations, and other business entities. TWA does not require a minimum account size to become a client.

- Flat fee: $500 to $5,000 (traditional financial planning services)

> TWA offers traditional financial planning services for a fixed fee . The fixed fee ranges from $500 to $5,000.

- Subscription: $150 a month (Subscription based financial planning)

> Subscription based financial planning is $150 per month. The fee is charged at the beginning of each month.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $107,216,881
- Discretionary: $103,567,601
- Non-discretionary: $3,649,280

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 42 | $27,725,605 |
| High net worth individuals | 27 | $60,574,108 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 10 | $15,267,888 |
| Other | 13 | $3,649,280 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: LA, MN, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- totalwealthadvisors.com
- Facebook @Totalwealthadvisors
- LinkedIn @total-wealth-advisors-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $118,788,113 | 4 | August 13, 2021 |
| October 2022 | $171,660,636 | 4 | June 1, 2022 |
| October 2023 | $202,405,728 | 4 | March 20, 2023 |
| October 2024 | $90,680,971 | 2 | March 28, 2024 |
| October 2025 | $102,363,444 | 2 | March 31, 2025 |
| October 2026 | $107,216,881 | 2 | March 25, 2026 |

Regulatory assets under management: $118,788,113 in the October 2021 data and $107,216,881 in the October 2026 data, down 10%.
Total employees: 4 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Total Wealth Advisors, LLC (CRD 164633): Form ADV filing data as of October 2026.