This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-04-2013
- Office Locations
- 1
Office Locations
About Total Wealth Advisors, LLC
Total Wealth Advisors provides comprehensive wealth management for individuals, families, and business owners, with a particular focus on special needs wealth and transfer planning and guidance through major life transitions. The team designs retirement plans for small businesses and delivers integrated investing, tax, estate, and retirement planning, with custody supported through Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PAUL JOSEPH MCCOY
Chief Compliance Officer, Managing Member, President
- CRD
- #2317297
- Ownership
- 50% but less than 75%
SUZANNE MICHELLE MCCOY
Managing Director, Managing Member
- CRD
- #2266347
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $103,567,601 | $359,610 |
| Non-Discretionary | $3,649,280 | $280,714 |
| Total | $107,216,881 | $356,202 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing