CRD: 331833
Total Wealth Services, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-27-2024
- Office Locations
- 1
Office Locations
About Total Wealth Services, LLC
Total Wealth Services provides integrated wealth management for individuals, families, and business owners, combining financial planning with investment management, retirement planning, tax planning, and insurance guidance. The firm tailors investment solutions to client goals and risk tolerance and supports clients through an online portal and appointment booking for ongoing service.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRANDON M BERMAN
Managing Member, Partner, PRINCIPAL
- CRD
- #5911138
- Ownership
- 75% or more
Keith Gray
Chief Compliance Officer, Chief Operations Officer
- CRD
- #6036964
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JACOB MAURICE FERRY
Wealth Management Advisor
- CRD
- #7541338
Nicholas Giannakopoulos
--
- CRD
- #8182352
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $186,079,681 | $536,253 |
| Non-Discretionary | $0 | -- |
| Total | $186,079,681 | $536,253 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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