RIA Intel›Advisers›Minnesota›TOTAL WEALTH ADVISORS, LLC

TOTAL WEALTH ADVISORS, LLC

Advisory

N·HOPKINS, MN

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM

$107M

1-Year AUM Growth

-55.2%

3-Year CAGR

-8.8%

Employees

2

Assets Under Management

Total AUM$107M

Discretionary AUM$104M

Non-Discretionary AUM$4M

Discretionary %96.6%

Total Clients107

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)-50.0%

Filing History

Total Filings on Record6

First FilingApr 21, 2021

Latest FilingMar 25, 2026

🔒 Full AUM trend chart and 6 historical filings spanning 5+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TOTAL WEALTH ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.