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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERMAN, BRANDON, M | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | E | Control |
| BERMAN, BRANDON, M | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | E | Control |
| BERMAN, BRANDON, M | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | E | Control |
| BERMAN, BRANDON, M | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (2)
CA TX
Address
4165 E THOUSAND OAKS BLVD#355
WESTLAKE VILLAGE, CA 91362
United States
Phone: 818-309-3071