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- Custodian
- Altruist · Truist Bank · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-29-2023
- Office Locations
- 1
Office Locations
About Totem Wealth Management LLC
Totem Wealth Management is a Charlotte-based wealth management firm providing customized financial planning and active investment management for individuals, families, and business owners. Services include retirement planning, tax strategies, legacy/estate planning, 401(k) plan creation, and insurance/risk management. The team operates as a CFP fiduciary with a holistic planning process and offers a RightCapital client portal and educational resources.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Salvador Antonio Perez
Chief Compliance Officer, Founder, President
- CRD
- #6982776
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
TRAVIS MICHAEL BELL
--
- CRD
- #6378834
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,054,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,054,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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