Total Wealth Advisors
Financial Services • 
Minneapolis, Minnesota, United States • 1-10 Employees
Company overview
| Headquarters | 80 South Eighth Street, Suite 4900, Minneapolis, Minnesota 55402, US |
| Phone number | +18882991080 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Risk Management, Education Planning, Retirement Planning, Financial Planning, Estate Planning, Investment Management, Cash Flow Planning |
| Founded | 2012 |
| Employees | 1-10 |
| Socials |
Key Contact at Total Wealth Advisors
Suzy Mccoy
Co-Owner & Partner
About Total Wealth Advisors
As a fiduciary, Fee Only Registered Investment Advisor wealth advisory firm, we offer objective advice, not products. Simply put, we have a solutions oriented approach for the client’s wealth management needs. We strive to provide the highest level of personal service and adhering to the strictest standards of fiduciary excellence, we build trust, long-term relationships that give our clients an edge in an increasingly complex world.
Total Wealth Advisors revenue & valuation
| Annual revenue | $22,500,000 |
| Revenue per employee | $11,226,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $71,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Total Wealth Advisors has never raised funding before.
Total Wealth Advisors Tech Stack
Discover the technologies and tools that power Total Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
Analytics
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CDN
Germany
Poland
United Kingdom
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