Total Wealth Services, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 331833
- SEC number
- 801-130563
- Firm type
- RIA
- Assets under management
- $186.1M as of Mar 30, 2026
- Website
- totalwealthservices.com ↗
- Phone
- 818-309-3071
- Address
- 4165 E Thousand Oaks Blvd, Westlake Village, CA, 91362
Advisors at this firm
6 in our index · page 1 of 1
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Brandon M BermanCRD 5911138 · Westlake Village, CAIA RegisteredRegistration inactive
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Jacob Maurice FerryCRD 7541338 · Westlake Village, CAIA RegisteredRegistration inactive
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Nicholas GiannakopoulosCRD 8182352 · Westlake Village, CAIA RegisteredRegistration inactive
-
Keith GrayCRD 6036964 · Westlake Village, CAIA RegisteredRegistration inactive
-
Joseph Jordan MigdolCRD 6187602 · Westlake Village, CAIA RegisteredRegistration inactive
-
David TrejoCRD 6086356 · Westlake Village, CAIA RegisteredRegistration inactive
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 331833 ↗
FINRA BrokerCheck record for firm CRD 331833 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.