Totem Wealth Management LLC

Overview

Totem Wealth Management LLC is a small, independent registered investment adviser operating as an LLC and owned by an individual. The firm focuses on serving individuals and families, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services alongside insurance brokerage. Fee arrangements combine a percentage of assets under management and fixed fees. Investment activity is centered on public equities, with a clear preference for exchange‑traded instruments. The firm is not positioned as a capital allocator; it relies on third‑party managers when it uses alternative strategies. Totem is not an active ESG investor and maintains a single‑state footprint, which aligns with a localized client service model rather than a national institutional practice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices