TOTAL WEALTH MANAGEMENT INC.
CRD #140503 SEC #801-70829 SAN DIEGO, CA 619-704-1500
SEC Registered Private Funds
Total AUM
$90.3M
Discretionary
$89.8M
Employees
8
Clients
1
Accounts
481
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2014 | $102.9M | $102.9M | $0 | 5 | 600 |
| Apr 2014 | $102.9M | $102.9M | $0 | 5 | 600 |
| Apr 2014 | $102.9M | $102.9M | $0 | 5 | 600 |
| May 2013 | $123.3M | $123.3M | $0 | 8 | 600 |
| Apr 2013 | $123.3M | $123.3M | $0 | 8 | 600 |
| Feb 2013 | $90.3M | $89.8M | $483.5K | 8 | 400 |
| Apr 2012 | $90.3M | $89.8M | $483.5K | 6 | 400 |
| Aug 2011 | $69.3M | $68.6M | $745K | 10 | -- |
DateDec 2014
Total AUM$102.9M
Discretionary$102.9M
Non-Disc.$0
Employees5
Clients600
DateApr 2014
Total AUM$102.9M
Discretionary$102.9M
Non-Disc.$0
Employees5
Clients600
DateApr 2014
Total AUM$102.9M
Discretionary$102.9M
Non-Disc.$0
Employees5
Clients600
DateMay 2013
Total AUM$123.3M
Discretionary$123.3M
Non-Disc.$0
Employees8
Clients600
DateApr 2013
Total AUM$123.3M
Discretionary$123.3M
Non-Disc.$0
Employees8
Clients600
DateFeb 2013
Total AUM$90.3M
Discretionary$89.8M
Non-Disc.$483.5K
Employees8
Clients400
DateApr 2012
Total AUM$90.3M
Discretionary$89.8M
Non-Disc.$483.5K
Employees6
Clients400
DateAug 2011
Total AUM$69.3M
Discretionary$68.6M
Non-Disc.$745K
Employees10
Clients--