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TOTAL WEALTH SOLUTIONS

LOS ALTOS, CA · CRD 327794 · IAPD ↗ · onetws.com · (510) 252-0135

$148.0MRegulatory AUM
1Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
June 2026 — TOTAL WEALTH SOLUTIONS notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
May 2026 — TOTAL WEALTH SOLUTIONS (LOS ALTOS, CA) is newly SEC-registered with $148.0M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.