Total Wealth Mangement Inc. (San Diego)

Name: Total Wealth Mangement Inc.
Address: 8880 Rio San Diego Drive, San Diego, CA, 92108
Telephone: 619-704-1500

Total Wealth Mangement Inc. is a large advisory firm based in San Diego. It manages $69.32 million of regulatory assets for 251 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California, Nevada, and Utah.

Total Wealth Mangement provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Total Wealth Mangement: assets under management

The assets under management (AUM) of Total Wealth Mangement Inc. is $69.32 million. The firm's AUM has grown by 157% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $68.58 million in discretionary accounts and $745 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $277.65 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $186.25 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Total Wealth Mangement Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Total Wealth Mangement Inc.

Nathan Phillip Mcnamee has been acting as President since 1 Mar 2011. Jacob Keith Cooper joined the executive team most recently as the Ceo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jacob Keith Cooper	Ceo	1 Jun 2009	75% - 100%	4350278
Douglas David Shoemaker	Chief compliance officer	1 Jun 2009	Other	4502724
Nathan Phillip Mcnamee	Chief operations officer	1 Jul 2009	Other	4534459
Nathan Phillip Mcnamee	President/chief compliance officer	1 Mar 2011	Other	4534459

Based in San Diego

The principal office where Total Wealth Mangement Inc. performs its advisory services is located at 8880 Rio San Diego Drive, San Diego, CA 92108, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 619-704-1500 or by fax 619-374-2435. The normal business hours are 9am-4pm on Monday - Friday. You can find more information about the New York firm at www.totalwealthmanagement.net.