Totus Wealth Management

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

701 N Post Oak Rd Ste 320, Houston, Texa...

Phone Number

(832) 220-3602

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 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. The company's philosophy is built on the idea that the company consider the totality of your financial portfolio and goals so the company can provide more comprehensive guidance. Totus Wealth Management works with you to understand your goals, earn your confidence so the company can help you navigate the complexities of life and live the life you can imagine. In Omnia Paratus (anything and everything). The company Pursue a Depth of Knowledge. The company focuses on unlocking your dreams and visions in life so the company can chart a path with confidence at its core. Designed to adjust for life stages, changing goals, market opportunity and an occasional storm. Gaining your trust day after day. The company's client relationships are the company's most precious asset. The company listen, the company treat you the way thRead more
Totus Wealth Management's Social MediaPopular SearchesTotus Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Totus Wealth Management Org Chart

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President & Chief Executive Officer

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Chief Operating Officer & Chief Financial Off...

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Senior Vice President - Investments. Financia...

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Senior Vice President - Investments I Financi...

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Senior VP, Investments & Financial Planning

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Totus Wealth Management

<$5M
1-10
Private
-
2021
JS
James StarnesPresident & CEO
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
$6.3M
11-50
Private
-
2015
DG
David GlidewellFinancial Advisor
<$5M
11-50
Private
-
2015
TS
Timothy SmithCEO & Founder
<$5M
1-10
Private
-
-
LC
Leah CookChief Operating Officer
<$5M
1-10
Private
-
2017
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Totus Wealth Management Tech Stack

A closer look at the technologies used by Totus Wealth Management

Totus Wealth Management News & Media

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Frequently Asked Questions Regarding Totus Wealth Management

What is Totus Wealth Management's official website?
Totus Wealth Management's official website is www.totuswm.com
What is Totus Wealth Management's Revenue?
Totus Wealth Management's revenue is <$5 Million
What is Totus Wealth Management's SIC code?
Totus Wealth Management's SIC: 62,628
What is Totus Wealth Management's NAICS code?
Totus Wealth Management's NAICS: 52,523
How many employees does Totus Wealth Management have?
Totus Wealth Management has 1-10 employees
What industry does Totus Wealth Management belong to?
Totus Wealth Management is in the industry of: Finance, Securities Trading
What is Totus Wealth Management competition?
Totus Wealth Management top competitors include: Dowd Financial Group, Burrows Capital, GiiG Wealth Management, Private Wealth Advisors
What technology does Totus Wealth Management use?
Some of the popular technologies that Totus Wealth Management uses are: Cloudflare Website Optimization, Proofpoint, Google Font API, Google Tag Manager
Who is the CFO of Totus Wealth Management?
Totus Wealth Management's CFO is Sandra Diaz
How do I contact Totus Wealth Management?
Totus Wealth Management contact info: Phone number: (832) 220-3602 Website: www.totuswm.com
What does Totus Wealth Management do?

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. The company's philosophy is built on the idea that the company consider the totality of your financial portfolio and goals so the company can provide more comprehensive guidance.... Totus Wealth Management works with you to understand your goals, earn your confidence so the company can help you navigate the complexities of life and live the life you can imagine. In Omnia Paratus (anything and everything). The company Pursue a Depth of Knowledge. The company focuses on unlocking your dreams and visions in life so the company can chart a path with confidence at its core. Designed to adjust for life stages, changing goals, market opportunity and an occasional storm. Gaining your trust day after day. The company's client relationships are the company's most precious asset. The company listen, the company treat you the way the company would want to be treated, the company is incredibly diverse so you work with an advisor like you and your values. Trust is earned and is the only way the company can help you reach your goals. Office Address: 701 N. Post Oak Rd, Suite 320, Houston, Texas 77024 Securities and advisory services offered through Registered Representatives of Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA, SIPC, a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.Read More

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

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