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Brandon M Berman

TOTAL WEALTH SERVICES, LLC·WESTLAKE VILLAGE, California
Unclaimed Profile
31194 LA BAYA DR, WESTLAKE VILLAGE, CA 91362CRD# 5911138Firm CRD# 331833
01

About

Brandon M Berman is a registered financial advisor based in WESTLAKE VILLAGE, California, affiliated with TOTAL WEALTH SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TOTAL WEALTH SERVICES, LLC
TOTAL WEALTH SERVICES, LLC
AUM
$101M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at TOTAL WEALTH SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5911138
Firm CRD# 331833
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brandon M Berman offer?
Brandon M Berman specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WESTLAKE VILLAGE, California for a consultation.
What are Brandon M Berman's credentials?
Brandon M Berman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brandon M Berman located?
Brandon M Berman is based in WESTLAKE VILLAGE, California, working with TOTAL WEALTH SERVICES, LLC. Their office serves clients in the WESTLAKE VILLAGE metropolitan area and surrounding communities.
How does Brandon M Berman charge for services?
Brandon M Berman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TOTAL WEALTH SERVICES, LLC?
TOTAL WEALTH SERVICES, LLC has approximately 3 employees and manages $101M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WESTLAKE VILLAGE
Craig Elliott Skowrup — SKOWRUP C E & CODavid D Allison — WESTLAKE BIOPARTNERS, LLCKristin Wyman Horton — HAVEN CAPITAL GROUP, INC.Mitchell Steven Morrison — FINANCIAL WEST INVESTMENT GROUP, INC.Scott Allen Ryles — WESTLAKE BIOPARTNERS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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