LOS ALTOS, CACRD 327794Registration Status: ApprovedEffective since April 27, 2026Latest ADV May 5, 2026
Total Wealth Solutions is an SEC registered investment adviser organized as a corporation with a primary office location in Los Altos, CA. Its latest Form ADV filing, dated May 5, 2026, reports $148M in regulatory assets under management, 2 employees, and 155 accounts.
Assets Under Management
$148M
Employees
2
Offices
--
Total Clients
82
Primary office
LOS ALTOS, CA
146 MAIN STREET, SUITE 201, LOS ALTOS, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentHNWI represent 73.2% of total clients.
Top client categories% of clientsClients
1
HNWI
73.2%
60
2
Individuals
24.4%
20
3
Charitable
2.4%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$148Mas of May 5, 2026
Discretionary100.0%
$148M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$148M
Total Accounts155
10Y AUM Change$0 (0.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee41:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.