TOTAL WEALTH ADVISORS, LLC
CRD #164633 SEC #801-121278 HOPKINS, MN 612-294-9208
SEC Registered
Total AUM
$102.4M
Discretionary
$99.1M
Employees
2
Clients
51
Accounts
284
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $102.4M | $99.1M | $3.3M | 2 | 1 |
| Mar 2025 | $102.4M | $99.1M | $3.3M | 2 | 1 |
| Mar 2024 | $90.7M | $76.7M | $14M | 2 | 0 |
| Mar 2023 | $202.4M | $191.1M | $11.3M | 4 | 6 |
| Jun 2022 | $171.7M | $171.7M | $0 | 4 | 6 |
| Mar 2022 | $171.7M | $171.7M | $0 | 4 | 6 |
| Aug 2021 | $118.8M | $118.8M | $0 | 4 | 0 |
| Apr 2021 | $118.8M | $118.8M | $0 | 4 | 0 |
DateSep 2025
Total AUM$102.4M
Discretionary$99.1M
Non-Disc.$3.3M
Employees2
Clients1
DateMar 2025
Total AUM$102.4M
Discretionary$99.1M
Non-Disc.$3.3M
Employees2
Clients1
DateMar 2024
Total AUM$90.7M
Discretionary$76.7M
Non-Disc.$14M
Employees2
Clients0
DateMar 2023
Total AUM$202.4M
Discretionary$191.1M
Non-Disc.$11.3M
Employees4
Clients6
DateJun 2022
Total AUM$171.7M
Discretionary$171.7M
Non-Disc.$0
Employees4
Clients6
DateMar 2022
Total AUM$171.7M
Discretionary$171.7M
Non-Disc.$0
Employees4
Clients6
DateAug 2021
Total AUM$118.8M
Discretionary$118.8M
Non-Disc.$0
Employees4
Clients0
DateApr 2021
Total AUM$118.8M
Discretionary$118.8M
Non-Disc.$0
Employees4
Clients0