Total Wealth Solutions provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 1–10 clients last fiscal year.
Total Wealth Solutions reports 82 clients. They include 60 high-net-worth individuals, 20 individual clients and 2 charitable organizations. Of its assets, 100.0% ($148M across 155 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $148M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 24% | 7% |
| High-net-worth individuals | 73% | 88% |
| Charitable organizations | 2% | 5% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 20 | $10M | 6.8% | $500K |
| High-net-worth individuals | 60 | $130M | 87.8% | $2.17M |
| Charitable organizations | Fewer than 5 | $8M | 5.4% | $4M |
| Total | 82 | $148M | 100% | — |
- Clients
- 20
- Regulatory AUM
- $10M
- AUM share
- 6.8%
- Avg. per client
- $500K
- Clients
- 60
- Regulatory AUM
- $130M
- AUM share
- 87.8%
- Avg. per client
- $2.17M
- Clients
- Fewer than 5
- Regulatory AUM
- $8M
- AUM share
- 5.4%
- Avg. per client
- $4M
Total
- Clients
- 82
- Regulatory AUM
- $148M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Total Wealth Solutions charges 0.80%–1.50% a year for its Asset Management Fees. The fee is billed in advance or in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning (Fixed Fee)
- Fixed fee for financial planning engagements, generally $1,000 to $5,000 depending on scope, complexity and time required; 50% due on engagement.
Imran Thanvi owns 75% or more of Total Wealth Solutions. The leadership team of Total Wealth Solutions includes Chief Compliance Officer Imran Thanvi. It has 2 employees, 1 of them in advisory roles.
Staff
- 2 employees
- 1 in advisory functions
- 1 state-registered rep
- 1 broker-dealer rep
- 1 insurance agent
- Owns 75% or more of Total Wealth Solutions, Inc.
Imran Thanvi
Control person · since July 2023
Besides its headquarters, Total Wealth Solutions has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 146 Main Street, Suite 201, Los AltosHQ
Contact and registration details
- Legal name
- Total Wealth Solutions, Inc.
- Headquarters
- 146 Main Street, Suite 201, Los Altos, CA 94022
- Website
- onetws.com
- Phone
- 510-252-0135
- SEC file
- 801-136043
- Structure
- California corporation
- Fiscal year end
- December
Total Wealth Solutions’ named custodian for separately managed accounts is LPL Financial ($148M). Total Wealth Solutions does not have custody of client assets.
- LPL FinancialLPL Financial LLC · Fort Mill, SC · $148M100%
At year end, Total Wealth Solutions’ separately managed accounts were mostly in stocks (75%) and bonds (15%).
What the accounts hold
- Stocks75%
- Bonds15%
- U.S. government and agency bonds5%
- State and local bonds5%
- Investment grade corporate bonds5%
- Cash5%
Filed values cover 95%. The neutral 5% gap has no reported category.
How many clients does Total Wealth Solutions have?
Total Wealth Solutions has 82 clients and manages $148 million for them, as of May 2026. They include 60 high-net-worth individuals, 20 individual clients and 2 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 May 2026
What services does Total Wealth Solutions offer?
Total Wealth Solutions provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Total Wealth Solutions charge?
Total Wealth Solutions charges 0.80%–1.50% a year for its Asset Management Fees. The fee is billed in advance or in arrears and is negotiable.
Which custodians does Total Wealth Solutions use?
Total Wealth Solutions’ separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $148M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 May 2026
How many financial advisors does Total Wealth Solutions have?
Total Wealth Solutions has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Total Wealth Solutions invest in?
At the end of its last fiscal year, Total Wealth Solutions’ separately managed accounts held 75% exchange-traded equities, 5% U.S. government and agency bonds, 5% state and local bonds, 5% investment grade corporate bonds and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Total Wealth Solutions?
Total Wealth Solutions’ direct owner is Imran Thanvi (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 5 May 2026
How does Total Wealth Solutions get paid?
Total Wealth Solutions is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Total Wealth Solutions?
Total Wealth Solutions’ main office is at 146 Main Street, Suite 201, Los Altos, CA 94022. Its phone number is 510-252-0135. Its website is onetws.com.