# Total Wealth

> Total Wealth is a state-registered investment advisory firm in West des Moines, IA, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 25, 2026.

- CRD: 328549
- Filed as: TOTAL WEALTH
- Legal name: Total Wealth, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: West des Moines, IA
- Filing period: October 2026
- Form ADV filing dated: August 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328549
- AdvisorCensus page: https://advisorcensus.com/firm/total-wealth-west-des-moines-ia-328549

## Quick answers

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

**Where is Total Wealth located?**
Total Wealth's principal office is in West des Moines, IA, according to its Form ADV.

**Is Total Wealth registered with the SEC or a state?**
Total Wealth is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 328549.

**How much does Total Wealth manage?**
Total Wealth reports $20,800,000 in regulatory assets under management in its Form ADV filing dated August 25, 2026 (100% discretionary).

**What types of clients does Total Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (35); high net worth individuals (10).

**Does Total Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/328549

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $20,800,000
- Discretionary: $20,800,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 35 | $7,329,365 |
| High net worth individuals | 10 | $13,470,635 |
| 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 | 0 | $0 |
| 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- totalwealthdsm.com
- Instagram @totalwealthdsm
- LinkedIn @totalwealthdsm

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Total Wealth (CRD 328549): Form ADV filing data as of October 2026.