RIA Intel›Advisers›North Carolina›TOTAL SOLUTIONS ENTERPRISE LLC

TOTAL SOLUTIONS ENTERPRISE LLC

Advisory

N·CHARLOTTE, NC

Data as of Jul 8, 2026 · Source: SEC Form ADV

Total AUM
$316M
1-Year AUM Growth
+20.9%
3-Year CAGR
+41.9%
Employees
8
Assets Under Management
Total AUM$316M
Discretionary AUM$291M
Non-Discretionary AUM$24M
Discretionary %92.2%
Total Clients190
Team
Total Employees8
Investment Advisers8
Employee Growth (1Y)+25.0%
Filing History
Total Filings on Record15
First FilingDec 15, 2021
Latest FilingJul 8, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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