Total Wealth Partners

Total Wealth Partners (CRD# 287725) is a financial advisory firm headquartered in Houston, TX. They manage $34,176,738 in 94 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2929 Allen Parkway, Suite 200, Houston, TX 77019
http://www.totalwealthpartners.com
By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    94
    ACCOUNTS
  • Average Account Value
    $363,582
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Total Wealth Partners
Showing 1 - 2 of 2 top financial advisors.
1
William Klinke, financial advisor Houston TX
William Klinke
CRD#: 5898582
2929 Allen Parkway, Suite 200, Houston, TX 77019

William Klinke (CRD# 5898582) is an Investment Advisor Representative working at Total Wealth Partners in Houston, TX and has over 12 years of experience in the finance industry.

2
Joseph Teagarden, financial advisor Houston TX
Joseph W. Teagarden
CRD#: 5070365
2929 Allen Parkway, Suite 200, Houston, TX 77019

Joseph Teagarden (CRD# 5070365) is an Investment Advisor Representative working at Total Wealth Partners in Houston, TX and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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