Total Wealth Advisors, LLC
● SEC registered since 2021CRD 164633SEC# 801-121278Hopkins, MN
Reg. AUM
$107.2M
Employees
2
Accounts
301
Location
Hopkins, MN
Total Wealth Advisors, LLC assets under management
Total Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Hopkins, MN. The firm has been registered since 2021. It reports $107.2 million in regulatory assets under management and employs 2 people.
Total Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Paul Joseph McCoy Control | Managing Member / Cco | 50-75% | 2012 |
| Suzanne Michelle McCoy Control | Managing Member | 50-75% | 2016 |
Frequently asked questions
How much does Total Wealth Advisors, LLC manage?
Total Wealth Advisors, LLC reports $107.2 million in regulatory assets under management on its Form ADV.
How many employees does Total Wealth Advisors, LLC have?
Total Wealth Advisors, LLC reports 2 employees.
Where is Total Wealth Advisors, LLC located?
Total Wealth Advisors, LLC is based in Hopkins, MN and has been SEC-registered since 2021.
Does Total Wealth Advisors, LLC disclose fund performance?
Total Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 809 Mainstreet, Hopkins, MN 55343 |
| Phone | 612-294-9208 |
| Office hours | 9:00-5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$107.2M▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$107.2Mregulatory AUM
Discretionary $103.6MNon-discretionary $3.6M