TOTAL WEALTH SERVICES, LLC
CRD #331833 SEC #801-130563 WESTLAKE VILLAGE, CA 818-309-3071
SEC Registered
Total AUM
$121.2M
Discretionary
$121.2M
Employees
3
Clients
101
Accounts
247
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $121.2M | $121.2M | $0 | 3 | 0 |
| Jan 2025 | $101.3M | $101.3M | $0 | 3 | 0 |
| Oct 2024 | $101.3M | $101.3M | $0 | 3 | 0 |
| May 2024 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$121.2M
Discretionary$121.2M
Non-Disc.$0
Employees3
Clients0
DateJan 2025
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees3
Clients0
DateOct 2024
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees3
Clients0
DateMay 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0