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Totus Wealth Management

Totus Wealth Management Email Formats

Financial ServicesFlag of USHouston, Texas, United States21-50 Employees

Totus Wealth Management Email Formats

Totus Wealth Management uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@totuswm.com), used 52.2% of the time.

FormatExamplePercentage
{first name}{last name}
johndoe@totuswm.com
52.2%
{first initial}{last name}
jdoe@totuswm.com
43.5%
{last name}{last name}
doedoe@totuswm.com
4.3%

Key Contacts at Totus Wealth Management

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Daniel Carroll

Director Of Field Development

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Sammy Salek

Director Of Asset Management

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Paul Park

Director Of Field Development

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Michael D. Porter

Director Of Field Development, Certified Financial Planner

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James Starnes

Chief Executive Officer

Company overview

Headquarters701 North Post Oak Rd., Suite 320, Houston, Texas 77024, US
Phone number+12052778937
Website
NAICS52
Keywords
Wealth Management, Education Planning, Retirement Planning, Financial Planning, Investment And Advisory Services
Founded2021
Employees21-50
Socials

About Totus Wealth Management

A totality is a whole and superior to its elements. Totus Wealth Management is a different kind of wealth management firm, one focused on your entire financial portfolio. Our philosophy is built on the idea that we consider the totality of your financial portfolio and goals so we can provide more comprehensive guidance. Totus Wealth Management works with you to understand your goals, earn your confidence so we can help you navigate the complexities of life and live the life you can imagine. In Omnia Paratus (anything and everything). We Pursue a Depth of Knowledge. We focus on unlocking your dreams and visions in life so we can chart a path with confidence at it’s core. Designed to adjust for life stages, changing goals, market opportunity and an occasional storm. Gaining your trust day after day. Our client relationships are our most precious asset. We listen, we treat you the way we would want to be treated, we are incredibly diverse so you work with an advisor like you and your values. Trust is earned and is the only way we can help you reach your goals. Office Address: 701 N. Post Oak Rd, Suite 320, Houston, Texas 77024 Securities offered through Cetera Advisors LLC., (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA I SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera firms are under separate ownership from any other named entity.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry
Director
Vice President

Employees by Department

Totus Wealth Management has 20 employees across 4 departments.

Departments

Number of employees

Funding Data

Totus Wealth Management has never raised funding before.

Totus Wealth Management Tech Stack

Discover the technologies and tools that power Totus Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Modernizr

Modernizr

JavaScript libraries

Awesomplete

Awesomplete

Search engines

Cloudflare Bot Management

Cloudflare Bot Management

Security

scrollreveal

scrollreveal

JavaScript libraries

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

FMG Suite

FMG Suite

Marketing automation

Popupular

Popupular

Widgets

HSTS

HSTS

Security

Datadog

Datadog

Analytics

Google Analytics

Google Analytics

Analytics

Frequently asked questions

Totus Wealth Management is located in Houston, Texas, US.
You can reach Totus Wealth Management at +12052778937.
Totus Wealth Management was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.
Totus Wealth Management has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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