# Total Wealth Services

Total Wealth Services is a Bank / Wealth / Trust based in Westlake Village, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Westlake Village, United States
- **Region:** North America
- **Address:** Westlake Village, CA, United States
- **Founded:** 2024
- **Assets under management:** Undisclosed
- **Website:** totalwealthservices.com
- **LinkedIn:** https://linkedin.com/company/total-wealth-services

## Regulatory record

- **CRD number:** 331833
- **SEC file number:** 801-130563
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/331833

## About

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. 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.

## Sectors

- Financial Services

## Questions

### What services does Total Wealth Services provide?

The firm describes three integrated service lines: financial planning, tax planning, and investment management. This trifecta is designed for taxable clients — individuals, trusts, estates, and charitable organizations — where tax-aware portfolio construction and estate planning coordination are material to net returns.

### Who founded Total Wealth Services?

As of mid-2026, the firm has not publicly disclosed the names of its founders or key investment professionals. This is common for early-stage RIAs that have not yet built a public brand or completed regulatory filings that name principals prominently.

### Does Total Wealth Services manage money for institutions or only individuals?

The firm's stated client categories — individuals, trusts, estates, and charitable organizations — suggest a focus on private wealth rather than institutional mandates like pensions or endowments. No institutional separate accounts or pooled vehicles have been disclosed.

## Related profiles

- [Total Wealth Planning and Management](https://altss.com/profile/total-wealth-planning-and-management)
- [TotalEnergies](https://altss.com/profile/totalenergies)

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Last updated: 2026-08-11T02:43:31.692Z

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