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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 26, 2013
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FOWLER, BRITTANY, EDLEFSEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FOWLER, BRITTANY, EDLEFSEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCNAMEE, NATHAN, PHILLIP | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MCNAMEE, NATHAN, PHILLIP | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MCNAMEE, NATHAN, PHILLIP | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MCNAMEE, NATHAN, PHILLIP | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MCNAMEE, NATHAN, PHILLIP | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MCNAMEE, NATHAN, PHILLIP | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| COOPER, JACOB, KEITH | I | CEO | E | Control |
| COOPER, JACOB, KEITH | I | CEO | E | Control |
| COOPER, JACOB, KEITH | I | CEO | E | Control |
| COOPER, JACOB, KEITH | I | CEO | E | Control |
| COOPER, JACOB, KEITH | I | CEO | E | Control |
| COOPER, JACOB, KEITH | I | CEO | E | Control |
| COOPER, JACOB, KEITH | I | CEO AND CCO | E | Control |
| COOPER, JACOB, KEITH | I | CEO | E | Control |
| COOPER, JACOB, KEITH | I | CEO | E | Control |
Registrations
Federal
IA
Feb 26, 2013 REGISTERED
Notice Filings (4)
AZ CA NV UT
Address
8880 RIO SAN DIEGO DRIVESUITE 800
SAN DIEGO, CA 92108
United States
Phone: 619-704-1500