Total Wealth Partners

Overview

Total Wealth Partners is an independent RIA organized as an LLC that provides fee-based portfolio management primarily to individuals and families, including small businesses. The firm charges clients a percentage of assets under management and focuses on discretionary portfolio oversight. It reports state registrations in Louisiana, Tennessee and Texas and is owned by an individual principal. Total Wealth Partners does not market itself as an ESG investor, is not a capital allocator to third-party managers in the sense of a fund-of-funds, and does not position itself as a pension consultant or related-adviser network.

Assets & Accounts

Investments & Alternatives

Location & Offices