# Total Wealth Services, LLC

> Total Wealth Services, LLC is an SEC-registered investment advisory firm in Westlake Village, CA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 331833
- Filed as: TOTAL WEALTH SERVICES, LLC
- Also doing business as: TOTAL WEALTH INVESTMENTS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Westlake Village, CA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/331833
- AdvisorCensus page: https://advisorcensus.com/firm/total-wealth-services-llc-westlake-village-ca-331833

## Quick answers

**How is Total Wealth Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Total Wealth Services, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Total Wealth Services, LLC located?**
Total Wealth Services, LLC's principal office is in Westlake Village, CA, according to its Form ADV.

**Is Total Wealth Services, LLC registered with the SEC or a state?**
Total Wealth Services, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331833.

**How much does Total Wealth Services, LLC manage?**
Total Wealth Services, LLC reports $186,079,681 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Total Wealth Services, LLC's assets and staff changed since 2024?**
In the Form ADV data for Total Wealth Services, LLC: Regulatory assets under management: $0 in the October 2024 data and $186,079,681 in the October 2026 data. Total employees: 1 in October 2024 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Total Wealth Services, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (103); individuals (other than high net worth individuals) (47); pension and profit sharing plans (but not the plan participants or government pension plans) (8).

**Which custodians does Total Wealth Services, LLC use?**
Total Wealth Services, 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 Services, 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/331833

**What changed in Total Wealth Services, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $121,228,920 to $186,079,681 (+53%). Employees performing advisory functions went from 2 to 6. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### 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: $186,079,681
- Discretionary: $186,079,681
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 47 | $6,114,260 |
| High net worth individuals | 103 | $167,456,759 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $11,350,312 |
| Charitable organizations | 1 | $1,113,498 |
| Corporations or other businesses not listed above | 3 | $44,852 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- totalwealthservices.com
- LinkedIn @total-wealth-services

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 1 | May 28, 2024 |
| October 2025 | $121,228,920 | 3 | March 25, 2025 |
| October 2026 | $186,079,681 | 6 | March 30, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $186,079,681 in the October 2026 data.
Total employees: 1 in October 2024 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $121,228,920 to $186,079,681 (+53%).
- Employees performing advisory functions went from 2 to 6.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Total Wealth Services, LLC (CRD 331833): Form ADV filing data as of October 2026.