TOTAL WEALTH ADVISORS, LLC

HOPKINS, Minnesota·2 registered advisors·CRD# 164633
SEC# 801-1212780612-294-9208
01

Firm Overview

AUM
$91M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TOTAL WEALTH ADVISORS, LLC

2 registered advisors
Paul Joseph Mccoy
HOPKINS, Minnesota
Suzanne Michelle Mccoy
HOPKINS, Minnesota
05

Office Locations

HOPKINS, Minnesota
2 advisors

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Data sourced from SEC Form ADV filings. TOTAL WEALTH ADVISORS, LLC (CRD# 164633) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.