Total Wealth Advisors

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

809 Mainstreet, Hopkins, Minnesota, 5534...

Phone Number

(888) 299-1080

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Total Wealth Advisors

Total Wealth Advisors is a Registered Investment Advisory firm based in Minneapolis, MN, specializing in comprehensive wealth management services for individuals, families, and business owners. They offer objective, fee-only advice, focusing on areas such as special needs planning, retirement planning, estate planning, and tax planning. The firm is dedicated to providing clarity and direction in navigating complex financial situations. Their expertise extends to assisting families with special needs and designing tailored retirement plans for business owners.Explore more
Total Wealth Advisors's Social MediaPopular SearchesTotal Wealth Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

Total Wealth Advisors Org Chart

PC
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President & Chief Executive Officer

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Founder & President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Total Wealth Advisors

<$5M
1-10
Private
-
-
PC
Paul CimaPresident & CEO
<$5M
1-10
Private
-
2020
SB
Stacey BigleyPrivate Wealth Associate
<$5M
1-10
Private
-
2003
CJ
Cindy JonesChief Operating Officer & Chief Compliance Officer
<$5M
1-10
Private
-
2011
RC
Rachael CrawfordAdministrative Assistant
<$5M
1-10
Private
-
2007
MG
Mary GassmannOffice Manager, Tax
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Total Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Total Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Total Wealth Advisors.

Total Wealth Advisors Tech Stack

A closer look at the technologies used by Total Wealth Advisors

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Frequently Asked Questions Regarding Total Wealth Advisors

What is Total Wealth Advisors's official website?
Total Wealth Advisors's official website is www.totalwealthadvisors.com
What is Total Wealth Advisors's Revenue?
Total Wealth Advisors's revenue is <$5 Million
What is Total Wealth Advisors's SIC code?
Total Wealth Advisors's SIC: 62,628
What is Total Wealth Advisors's NAICS code?
Total Wealth Advisors's NAICS: 52,523
How many employees does Total Wealth Advisors have?
Total Wealth Advisors has 1-10 employees
What industry does Total Wealth Advisors belong to?
Total Wealth Advisors is in the industry of: Finance, Securities Trading
What is Total Wealth Advisors competition?
Total Wealth Advisors top competitors include: Cascade Wealth Advisors, Covington Investment Advisors, OWL Private Wealth Advisors, Dechtman Wealth Management
What technology does Total Wealth Advisors use?
Some of the popular technologies that Total Wealth Advisors uses are: Cloudflare CDN, Google Font API, Google Tag Manager, Amazon Web Hosting
How do I contact Total Wealth Advisors?
Total Wealth Advisors contact info: Phone number: (888) 299-1080 Website: www.totalwealthadvisors.com
What does Total Wealth Advisors do?

Total Wealth Advisors is a Registered Investment Advisory firm based in Minneapolis, MN, specializing in comprehensive wealth management services for individuals, families, and business owners. They offer objective, fee-only advice, focusing on areas such as special needs planning, retirement planning, estate planning, and tax planning. The firm is... dedicated to providing clarity and direction in navigating complex financial situations. Their expertise extends to assisting families with special needs and designing tailored retirement plans for business owners.Read More

What are Total Wealth Advisors social media links?
Total Wealth Advisors Linkedin page Total Wealth Advisors Facebook page
Is Total Wealth Advisors a public company?
Total Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about Total Wealth Advisors

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