Total Wealth

Total Wealth (CRD# 328549) is a financial advisory firm headquartered in West Des Moines, IA. They manage $8,500,000 in 97 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5550 Wild Rose Ln Ste 400, West Des Moines, IA 50266
http://www.totalwealthdsm.com
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    97
    ACCOUNTS
  • Average Account Value
    $87,629
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IA

Financial Advisors at Total Wealth
Showing 1 - 1 of 1 top financial advisors.
1
Logan Queck, financial advisor West Des Moines IA
Logan C. Queck
CRD#: 6618196
5550 Wild Rose Ln Ste 400, West Des Moines, IA 50266

Logan Queck (CRD# 6618196) is an Investment Advisor Representative working at Total Wealth in West Des Moines, IA and has over 8 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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