Total Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hopkins, MN. Its latest Form ADV filing, dated March 25, 2026, reports $107M in regulatory assets under management, 2 employees, and 301 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 45.7% of total clients.
Top client categories% of clientsClients
1
Individuals
45.7%
42
2
HNWI
29.3%
27
3
529 PLANS
14.1%
13
4
Pension Plans
10.9%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$107Mas of March 25, 2026
Discretionary96.6%
$104M
97% of total RAUM96.6%
Non-discretionary3.4%
$4M
3% of total RAUM3.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$107M
Total Accounts301
10Y AUM Change$-12M (-9.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee46:1
10Y Employee Change-2 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.