Total Wealth Advisors

  • Financial Services
  • Minneapolis MN
  • 3 employees
  • Financial Services
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Company Overview

Headquarters
80 South Eighth Street, Suite 4900, Minneapolis MN
Website
totalwealthadvisors.com
Phone
(612) 402-8746
Employees
3
Founded in
2012
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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Who is Total Wealth Advisors

Total Wealth Advisors is a fee-only registered investment advisor firm located in Minneapolis, Minnesota. The company is a small business with 5 employees and generates annual revenue of $2.5 million. Total Wealth Advisors is dedicated to providing objective financial advice to clients, prioritizing their best interests above all else. The firm focuses on wealth management needs, offering a solutions-oriented approach to help clients achieve their financial goals. Their services are tailored to individual clients, considering their unique circumstances and aspirations. Total Wealth Advisors emphasizes building long-term relationships based on trust and open communication. As a fiduciary, Total Wealth Advisors is legally obligated to act in the best interests of its clients. They adhere to the highest ethical standards and prioritize transparency in all their dealings. Clients can expect personalized attention and a commitment to exceeding expectations. To learn more about Total Wealth Advisors and their wealth management services, visit their website at totalwealthadvisors.com.

Company Leadership

Paul McCoy

Founder & President

Phone Email
Paul McCoy

Founder & President

Phone Email

Total Wealth Advisors Industry Tags

Financial Planning
Investment Management
Retirement Planning
Estate Planning
Cash Flow Planning
Education Planning
Risk Management
Financial Services
Financial Advisory Services
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FAQ

What is the location of Total Wealth Advisors's headquarters?
The headquarters of Total Wealth Advisors are situated at 80 South Eighth Street, Suite 4900, Minneapolis MN
What is Total Wealth Advisors's phone number?
Total Wealth Advisors's contact number is (612) 402-8746.
What is Total Wealth Advisors's official website?
The official website of Total Wealth Advisors can be found at totalwealthadvisors.com.
What is Total Wealth Advisors's current revenue?
As of October 2016, Total Wealth Advisors's annual revenue reached $3B.
How many employees does Total Wealth Advisors currently have?
Total Wealth Advisors employs approximately 3+ people as of October 2016
Which industries is Total Wealth Advisors primarily operating in?
Total Wealth Advisors operates in the following industries: Finance, Credit
Who is the Founder & President of Total Wealth Advisors?
Total Wealth Advisors's Founder & President is Paul McCoy
What are Total Wealth Advisors's industry tags?
Total Wealth Advisors's industry tags include: Financial Planning, Investment Management, Retirement Planning
When was Total Wealth Advisors founded?
Total Wealth Advisors was founded in 2012.

Employee Directory

Key Employees

Suzy McCoy

Co-Owner & Partner

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Tony Price

Financial Advisor

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