Total Wealth Services, LLC
● SEC registered since 2024CRD 331833SEC# 801-130563Westlake Village, CA
Reg. AUM
$186.1M
Employees
6
Accounts
347
Location
Westlake Village, CA
Total Wealth Services, LLC assets under management
Total Wealth Services, LLC is an investment advisory firm registered with the SEC based in Westlake Village, CA. The firm has been registered since 2024. It reports $186.1 million in regulatory assets under management and employs 6 people.
Total Wealth Services, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon M Berman Control | Principal & Managing Member | Over 75% | 2024 |
| Keith Gray Control | Chief Operations Officer & Chief Compliance Officer | Under 5% | 2026 |
Frequently asked questions
How much does Total Wealth Services, LLC manage?
Total Wealth Services, LLC reports $186.1 million in regulatory assets under management on its Form ADV.
How many employees does Total Wealth Services, LLC have?
Total Wealth Services, LLC reports 6 employees.
Where is Total Wealth Services, LLC located?
Total Wealth Services, LLC is based in Westlake Village, CA and has been SEC-registered since 2024.
Does Total Wealth Services, LLC disclose fund performance?
Total Wealth Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4165 E Thousand Oaks Blvd, #355, Westlake Village, CA 91362 |
| Phone | 818-309-3071 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$186.1M▲ 84%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$186.1Mregulatory AUM
Discretionary $186.1M