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TOTAL WEALTH SERVICES, LLC
TOTAL WEALTH SERVICES, LLC
WESTLAKE VILLAGE, California
·
1 registered advisor
·
CRD# 331833
SEC# 801-130563
0
805-304-2886
01
Firm Overview
AUM
$101M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at TOTAL WEALTH SERVICES, LLC
1 registered advisor
Brandon M Berman
WESTLAKE VILLAGE, California
CRD# 5911138
05
Office Locations
WESTLAKE VILLAGE, California
1 advisor
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Data sourced from SEC Form ADV filings. TOTAL WEALTH SERVICES, LLC (CRD# 331833) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.