Totem Wealth Management LLC
RIAState Registered
Total AUM
$13.1M
Discretionary
$13.1M
100% of AUM
Avg account
$40.8K
Accounts
320
Employees
3
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 327820
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals69.36%
- HNWI30.64%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Totem Wealth Management LLC is an independent RIA organized as an LLC that serves individual and family clients. The firm offers fee-based financial planning and portfolio management for individuals and small businesses, and lists pension consulting among its advisory services. It also operates as an insurance broker and charges clients both a percentage of assets under management and fixed fees. Totem is not positioned as a capital allocator and does not market itself as an ESG-focused or multi-state adviser in the source data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Public Funds/Mutual Funds25%
- Cash & Cash Equivalents15%
- US Government Bonds2%
- State & Local Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Cowan Financial Services, LLC
RIAAUM $13.1MTEAM 1REPS 1
Silicon Beach Financial LLC
RIAAUM $13MTEAM 1REPS 1
Noda Wealth Management LLC
RIAAUM $13.1MTEAM 1REPS 1
Stephen A. Dipisa Registered Investment Advisor
RIAAUM $13MTEAM 1REPS 1
Clothier Springs Capital Management, LLC
RIAAUM $13MTEAM 1REPS 1
Foresight Strategic Partners, LLC
RIAAUM $13.1MTEAM 2REPS 1