# Total Wealth Solutions

> Total Wealth Solutions is an SEC-registered investment advisory firm in Los Altos, CA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 5, 2026.

- CRD: 327794
- Filed as: TOTAL WEALTH SOLUTIONS
- Legal name: Total Wealth Solutions, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Los Altos, CA
- Filing period: October 2026
- Form ADV filing dated: May 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/327794
- AdvisorCensus page: https://advisorcensus.com/firm/total-wealth-solutions-los-altos-ca-327794

## Quick answers

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

**Where is Total Wealth Solutions located?**
Total Wealth Solutions' principal office is in Los Altos, CA, according to its Form ADV.

**Is Total Wealth Solutions registered with the SEC or a state?**
Total Wealth Solutions is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 327794.

**How much does Total Wealth Solutions manage?**
Total Wealth Solutions reports $148,000,000 in regulatory assets under management in its Form ADV filing dated May 5, 2026 (100% discretionary).

**What types of clients does Total Wealth Solutions serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (60); individuals (other than high net worth individuals) (20); charitable organizations (2).

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

**Does Total Wealth Solutions 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/327794

**What changed in Total Wealth Solutions' recent Form ADV filings?**
In the June 2026 filing data: Registered or notice-filed in TX.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

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: $148,000,000
- Discretionary: $148,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $10,000,000 |
| High net worth individuals | 60 | $130,000,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 2 | $8,000,000 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- 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)
- onetws.com
- Facebook @TotalWealthSolutionsLlc
- LinkedIn @imranjaffer
- X @jaffer_imran
- YouTube youtube.com

## Changes in the filing (last 12 months)

### June 2026
- Registered or notice-filed in TX.

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Total Wealth Solutions (CRD 327794): Form ADV filing data as of October 2026.