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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-27-2023
- Office Locations
- 1
Office Locations
About Total Wealth Solutions
Total Wealth Solutions is a Los Altos, CA wealth management and financial planning firm offering retirement, tax, and estate/legacy planning alongside portfolio management. Led by principal advisor Imran Jaffer (20+ years in planning and alternative investments), the team builds ETF-centric portfolios complemented by fixed income. The practice operates as an RIA with securities offered through LPL Financial, and much of its growth is referral-driven.
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Owner & Executives
IMRAN JAFFER THANVI
Chief Compliance Officer, Owner
- CRD
- #3052653
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $148,000,000 | $954,839 |
| Non-Discretionary | $0 | -- |
| Total | $148,000,000 | $954,839 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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