Total Wealth Solutions, Inc.
● SEC registered since 2026CRD 327794SEC# 801-136043Los Altos, CA
Reg. AUM
$148M
Employees
2
Accounts
155
Location
Los Altos, CA
Total Wealth Solutions, Inc. assets under management
Total Wealth Solutions, Inc. operates as an SEC-registered investment adviser based in Los Altos, CA. The firm has been registered since 2026. It reports $148 million in regulatory assets under management and employs 2 people.
Total Wealth Solutions, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Imran Jaffer Thanvi Control | Owner & Chief Compliance Officer | Over 75% | 2023 |
Frequently asked questions
How much does Total Wealth Solutions, Inc. manage?
Total Wealth Solutions, Inc. reports $148 million in regulatory assets under management on its Form ADV.
How many employees does Total Wealth Solutions, Inc. have?
Total Wealth Solutions, Inc. reports 2 employees.
Where is Total Wealth Solutions, Inc. located?
Total Wealth Solutions, Inc. is based in Los Altos, CA and has been SEC-registered since 2026.
Does Total Wealth Solutions, Inc. disclose fund performance?
Total Wealth Solutions, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 146 Main Street, Suite 201, Los Altos, CA 94022 |
| Phone | (510) 252-0135 |
| Fax | (510) 252-0139 |
| Office hours | 9-5 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$148MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$148Mregulatory AUM
Discretionary $148M