RIA Intel›Advisers›North Carolina›TOTEM WEALTH MANAGEMENT LLC

TOTEM WEALTH MANAGEMENT LLC

Advisory

NC

Data as of Jun 29, 2026 · Source: SEC Form ADV

Average account

$41K

across 320 accounts

AUM per adviser

$7M

2 advisers

Source: SEC Form ADV. Figures as filed Jun 29, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$13M

Discretionary AUM$13M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients105

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, NC, SC, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

105 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

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SPARK ASSET MANAGEMENT GROUP, LLC

STATESVILLE, NC

$13M

WAKE WEALTH MANAGEMENT CO.

$13M

LANGER WEALTH MANAGEMENT LLC

$14M

NORTHSIDE GROUP WEALTH MANAGEMENT, LLC

$13M

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