Total Wealth Solutions
Total Wealth Solutions (CRD# 327794) is a financial advisory firm headquartered in Fremont, CA. They manage $104,450,000 in 95 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management104MILLION
-
Total Number of Accounts95ACCOUNTS
-
Average Account Value$1,099,474
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Total Wealth Solutions
1
Imran Thanvi (CRD# 3052653) is an Investment Advisor Representative working at Total Wealth Solutions in Fremont, CA and has over 24 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.