Total Wealth Services

Total Wealth Services

Total Wealth Services was established in 2024 in Westlake Village, California, entering a competitive wealth management corridor north of Los Angeles. The firm structures its offering around three integrated lines: financial planning, tax planning, and investment management. Its stated clients include individuals, trusts, estates, and charitable organizations, placing it firmly in the fiduciary RIA category rather than a broker-dealer or family office model. The firm's investment management arm likely constructs portfolios across public equities, fixed income, and potentially alternative assets, though specific asset-class allocations remain undisclosed. Westlake Village and the adjacent Thousand Oaks area host a dense concentration of high-net-worth households, creating a natural client base for a startup RIA. Without publicly named portfolio positions, the deployment footprint cannot be verified beyond the firm's own description of serving trust and estate structures — a practice that typically involves multi-generational tax-aware portfolio construction. Total Wealth Services has not published team size, AUM, or named principals as of mid-2026, which is consistent with a sub-scale startup still building its book. The firm's location in Westlake Village places it in the orbit of several established wealth management clusters in Ventura County and Greater Los Angeles. No adjacent vehicles — such as a philanthropic foundation, real-asset arm, or operating business — have been disclosed. Structurally, the firm's differentiator is its explicit bundling of tax planning with investment management from day one, a posture that appeals to taxable trusts and estates but requires deep in-house tax expertise to execute credibly. Most early-stage RIAs unbundle tax services or refer them out; Total Wealth Services' decision to embed tax planning as a core line, if staffed appropriately, signals an intent to compete on after-tax outcomes rather than raw performance.