Total Wealth
11yrs
11 years in the industry
Total Wealth
West Des Moines, IA. Legal name: Total Wealth, LLC
About the firm
A registered investment advisory firm based in West Des Moines, Iowa. It manages about $20.8 million for roughly 45 individual clients. Services include financial planning, investment management for individuals and small businesses, retirement plan consulting.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$462,222
Assets under management ?$20.8 million
Individual clients45
Median years of experience5
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Advisors at Total Wealth
2Advisors
5Median years of experience
1States with offices
–Offices
Also known as
Total Wealth, LLC
About Total Wealth
How do I contact Total Wealth?
Call the main office at (515) 259-6369. The main office is at 5550 Wild Rose Lane Suite 400, West Des Moines, IA 50266.
How is Total Wealth paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Total Wealth offer?
Financial planning, Investment management for individuals and small businesses, Retirement plan consulting, Choosing other investment managers, Newsletters and publications, Educational seminars and workshops.
How many advisors work at Total Wealth?
We list 2 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.