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TOTAL WEALTH PARTNERS

TWPTX, LLC

CRD 287725 · SEC 801-110079

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2929 ALLEN PARKWAY, SUITE 200, HOUSTON, TX, 77019, United States

Phone

(832) 423-3428

Fax

Registration

— (—)

Source

State registered

Total AUM

$32.7M

Discretionary AUM

$32.7M

Team

2 total employees; 2 advisory reps; 3 broker-dealer reps

Clients

0

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-02-25

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals8$2.6M
High net worth individuals23$30.1M

All web addresses on file

Official SEC filing: View on IAPD