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TOTAL WEALTH PARTNERS
TWPTX, LLC
CRD 287725 · SEC 801-110079
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $2.6M |
| High net worth individuals | 23 | $30.1M |
All web addresses on file
Official SEC filing: View on IAPD