linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Total Wealth Services, LLC

Headquartered in WESTLAKE VILLAGE, CA

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Total Wealth Services, LLC is an investment advisor registered with the SEC headquartered in WESTLAKE VILLAGE, CA. They manage approximately $101,284,937 in assets for 223 clients, primarily high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. They offer financial planning, pension consulting, and portfolio management services.

Total Wealth Services, LLC

31194 LA BAYA DR

WESTLAKE VILLAGE, CA 91362

$101.28M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

TOTAL WEALTH SERVICES, LLC has a total of 1 branch locations across the country.
location

WESTLAKE VILLAGE, CA

Advisors at Total Wealth Services, LLC

View All 2 Advisors
Unclaimed
Brandon M Berman

CFP®, RA

WESTLAKE VILLAGE, CA

View Profile
Unclaimed
Jacob Maurice Ferry

RA

WESTLAKE VILLAGE, CA

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Total Wealth Services, LLC is right for you?

Disclosures

There are no public disclosures for Total Wealth Services, LLC.

Frequently Asked Questions (6)

Not sure if Total Wealth Services, LLC is right for you?