# Totem Wealth Management LLC

> Totem Wealth Management LLC is a state-registered investment advisory firm in Charlotte, NC, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 29, 2026.

- CRD: 327820
- Filed as: TOTEM WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Charlotte, NC
- Filing period: October 2026
- Form ADV filing dated: June 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327820
- AdvisorCensus page: https://advisorcensus.com/firm/totem-wealth-management-llc-charlotte-nc-327820

## Quick answers

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

**Where is Totem Wealth Management LLC located?**
Totem Wealth Management LLC's principal office is in Charlotte, NC, according to its Form ADV.

**Is Totem Wealth Management LLC registered with the SEC or a state?**
Totem Wealth Management LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 327820.

**How much does Totem Wealth Management LLC manage?**
Totem Wealth Management LLC reports $13,054,000 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (100% discretionary).

**What types of clients does Totem Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (105).

**Does Totem Wealth Management LLC 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/327820

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $13,054,000
- Discretionary: $13,054,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 105 | $9,054,000 |
| High net worth individuals | Fewer than 5 | $4,000,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |

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

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

### Websites listed on Form ADV (Item 1.I)
- totemwealthmanagement.com
- LinkedIn @salvador-perez-cfp®-4a809a137

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Totem Wealth Management LLC (CRD 327820): Form ADV filing data as of October 2026.