TOTAL WEALTH PARTNERS

Overview

Total Wealth Partners is a small, privately held limited liability company that provides fee-based portfolio management primarily for individual and family clients, including small businesses. The firm charges a percentage-of-AUM advisory fee and focuses on discretionary portfolio management rather than institutional consulting. It reports no active ESG program, does not describe itself as a multi-state adviser, and is not positioned as a capital allocator or pension consultant. Regulatory and affiliation data classify the business as an independent investment adviser operating under an owner-managed structure.

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Location & Offices