Total Wealth Solutions - Investment Advisers

About Total Wealth Solutions

Total Wealth Solutions, Inc. is an investment adviser headquartered in Los Altos, California, and is listed among investment advisers in California. The firm reports $148 million in regulatory assets under management and two employees. It was founded in 2003 and is led by founder and Chief Wealth Strategist Imran Jaffer. The firm describes its services as wealth management covering investments, estate and trust planning, taxes, insurance, retirement income, and college savings. It says it works with individuals, families, executives, business owners, and retirees, and that it acts as a fiduciary. Issues it cites include tax-loss harvesting, concentrated stock positions, business sale planning, multi-generational trust structures, and coordinating with clients' accountants and attorneys. Firms of this type are also covered in the directory of US investment advisers, which lists registered advisers across the country.

Key Facts

Assets Under Management

$148M

Employees

2

SEC File Number

801-136043