TOTAL WEALTH SERVICES, LLC
Tel: 818-309-3071 4165 E Thousand Oaks Blvd #355 Westlake Village, California 91362
About TOTAL WEALTH SERVICES, LLC
TOTAL WEALTH SERVICES, LLC is a Westlake Village, California based financial advisory firm with nearly $101,284,937 in assets under management and provides investment advisory services for 223 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
331833
Firm SEC#:
801-130563
Assets Under Management:
$101,284,937
No. of Clients:
223
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services
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