TOTAL WEALTH ADVISORS, LLC

Overview

Total Wealth Advisors, LLC is an independent registered investment adviser that provides financial planning and portfolio management primarily for individuals, families and small businesses. The firm operates on a fee model that combines percentage-of-assets and fixed-fee arrangements, and it focuses investment exposure through public funds and mutual funds while supplementing portfolios with selected alternative strategies. Investment activity centers on diversified, manager-driven allocations: the largest concentration is in mutual funds and other public pooled vehicles, but the firm also uses third‑party managers to access hedge funds, private placements, direct real estate and REITs. Total Wealth Advisors is not positioned as an ESG investor and does not describe itself as a multi-state adviser; it maintains an affiliation with an insurance company and incorporates annuity solutions where appropriate for client goals and risk profiles.

Assets & Accounts

Investments & Alternatives

Location & Offices