Total Wealth Solutions

Total Wealth Solutions (CRD# 327794) is a financial advisory firm headquartered in Fremont, CA. They manage $104,450,000 in 95 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
43068 Christy Street, Fremont, CA 94538
https://www.onetws.com/
By the Numbers
  • Total Assets Under Management
    104
    MILLION
  • Total Number of Accounts
    95
    ACCOUNTS
  • Average Account Value
    $1,099,474
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Total Wealth Solutions
Showing 1 - 1 of 1 top financial advisors.
1
Imran Thanvi, financial advisor Fremont CA
Imran J. Thanvi
CRD#: 3052653
43068 Christy Street, Fremont, CA 94538

Imran Thanvi (CRD# 3052653) is an Investment Advisor Representative working at Total Wealth Solutions in Fremont, CA and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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