Total Wealth Advisors

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

124

Total plan assets

$8.5M

Filings (rows)

Direct comp

$42K

Indirect comp

Showing only "TOTAL WEALTH ADVISORS"

View all 3 variants aggregated →

TOTAL WEALTH PLANNING12 TOTAL WEALTH ADVISORS3 TOTAL WEALTH SOLUTIONSLPL2

SERVICES PROVIDED

Investment manager3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Titlesmart, Inc. Titlesmart, Inc. 401(k) Plan · all filings	WHITE BEAR LAKE, MN	Investment manager	56	$4.6M	$11K	$0
Titlesmart, Inc. Titlesmart, Inc. 401(k) Plan · all filings	WHITE BEAR LAKE, MN	Investment manager	68	$4.0M	$19K	$0
Titlesmart, Inc. Titlesmart, Inc. 401(k) Plan · all filings	WHITE BEAR LAKE, MN	Investment manager	0	$0	$12K	$0