WESTLAKE VILLAGE, CACRD 331833Latest ADV March 30, 2026
Total Wealth Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Westlake Village, CA. Its latest Form ADV filing, dated March 30, 2026, reports $186M in regulatory assets under management, 6 employees, and 347 accounts.
Assets Under Management
$186M
Employees
6
Offices
--
Total Clients
162
Primary office
WESTLAKE VILLAGE, CA
4165 E THOUSAND OAKS BLVD, #355, WESTLAKE VILLAGE, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 63.6% of total clients.
Top client categories% of clientsClients
1
HNWI
63.6%
103
2
Individuals
29.0%
47
3
Pension Plans
4.9%
8
4
Corporations
1.9%
3
5
Charitable
0.6%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$186Mas of March 30, 2026
Discretionary100.0%
$186M
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$186M
Total Accounts347
10Y AUM Change+$186M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee27:1
10Y Employee Change+5 (+500.0%)
* 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.