$32.7M Total AUM
$32.7M Disc. AUM
-- 3Y CAGR
2 Employees
34 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-07-2017
- Office Locations
- 1
Office Locations
2929 Allen Parkway Suite 200 Houston TX
About Total Wealth Partners
Total Wealth Partners is a Houston-based RIA providing asset management, asset-liability management, market analysis, and financial planning. The firm emphasizes risk management and asset allocation, with portfolios that may include ETFs and fixed income. Client focus includes entrepreneurs, and the practice uses Interactive Brokers custody.
Team overview
55 AVG AGE
$16.4M AVG AUM / ADVISOR
$962.7K AVG AUM / CLIENT
9.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
WILLIAM KLINKE
PORTFOLIO MANAGER, PRINCIPAL
- CRD
- #5898582
- Ownership
- 50% but less than 75%
Available
Available
Available
J
JOSEPH W TEAGARDEN
Principal
- CRD
- #5070365
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,732,518 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,732,518 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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