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TOTAL WEALTH ADVISORS, LLC

CRD 164633 · SEC 801-121278

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809 MAINSTREET, HOPKINS, MN, 55343, United States

Phone

612-294-9208

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$107.2M

Discretionary AUM

$103.6M

Team

2 total employees; 2 advisory reps; 1 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-25

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals42$27.7M
High net worth individuals27$60.6M
Pension/profit sharing plans10$15.3M

States served

LA, MN, NY, TX

All web addresses on file

Official SEC filing: View on IAPD