SEC CRD #801-130563
TWS is a SEC-registered RIA and CPA advisory firm serving business owners and high-income professionals. Proactive tax strategy + investment management. 4165 E Thousand Oaks Blvd, #355, Westlake Village, CA $186.1 million Advisors 6 Clients. Financial Planning Portfolio Management for Individuals or Small ... TOTAL WEALTH SERVICES, LLCCRD#: #355 WESTLAKE VILLAGE, CA 91362 0 Disclosures 15 Years of Experience 5 Firms in the business of buying and selling securities
KEITH GRAY
CCO/COO
📞 (818) 309-3071
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AUM
$186M
Location
WESTLAKE VILLAGE, CA
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