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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-18-2023
- Office Locations
- 1
Office Locations
About Total Wealth
Total Wealth is a West Des Moines, IA fiduciary planning firm that builds a “Total Wealth Roadmap” and delivers ongoing advice for young families, retirees, entrepreneurs, and clients navigating divorce. Work centers on cash-flow planning, proactive tax planning (including tax prep/filing), and coordination support for wills and trusts. Tech-forward workflows using Altruist and modern planning tools consolidate accounts and balance-sheet data in one place.
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Owner & Executives
Logan Cole Queck
Chief Compliance Officer, Founder
- CRD
- #6618196
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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