RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Minnesota
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 11, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MCCOY, PAUL, JOSEPHIMANAGING MEMBERD Control
MCCOY, PAUL, JOSEPHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
MCCOY, PAUL, JOSEPHIMANAGING MEMBERD Control
MCCOY, PAUL, JOSEPHIMANAGING MEMBERD Control
MCCOY, PAUL, JOSEPHIMANAGING MEMBERD Control
MCCOY, PAUL, JOSEPHIMANAGING MEMBER / CCOD Control
MCCOY, PAUL, JOSEPHIMANAGING MEMBER / CCOD Control
MCCOY, PAUL, JOSEPHIMANAGING MEMBER / CCOD Control
MCCOY, SUZANNE, MICHELLEIMANAGING MEMBER / CCOD Control
MCCOY, SUZANNE, MICHELLEIMANAGING MEMBER / CCOD Control
MCCOY, SUZANNE, MICHELLEIMANAGING MEMBER / CCOD Control
MCCOY, SUZANNE, MICHELLEIMANAGING MEMBER / CCOD Control
MCCOY, SUZANNE, MICHELLEIMANAGING MEMBERD Control
MCCOY, SUZANNE, MICHELLEIMANAGING MEMBERD Control
MCCOY, SUZANNE, MICHELLEIMANAGING MEMBERD Control
PEDERSON, SUZANNE, COOKIMANAGING MEMBERD Control

Registrations

Federal

IA
Sep 11, 2025 REGISTERED

Notice Filings (6)

AZ LA MN NY TX WI

Address

809 MAINSTREET
HOPKINS, MN 55343
United States
Phone: 612-294-9208