Totus Wealth Management
Financial Services
701 North Post Oak Rd.
32 employees
- Employees
- 32
- Contacts
- 4
- Emails
- 4
- Phones
- 4
Totus Wealth Management Overview
- Headquarters
- 701 North Post Oak Rd.
- Website
- www.totuswm.com
- Industry
- Financial Services
- Employees
- 32
- Founded
- 2021
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
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. Our philosophy is built on the idea that we consider the totality of your financial portfolio and goals so we can provide more comprehensive guidance. Totus Wealth Management works with you to understand your goals, earn your confidence so we can help you navigate the complexities of life and live the life you can imagine. In Omnia Paratus (anything and everything). We Pursue a Depth of Knowledge. We focus on unlocking your dreams and visions in life so we can chart a path with confidence at it’s core. Designed to adjust for life stages, changing goals, market opportunity and an occasional storm. Gaining your trust day after day. Our client relationships are our most precious asset. We listen, we treat you the way we would want to be treated, we are incredibly diverse so you work with an advisor like you and your values. Trust is earned and is the only way we can help you reach your goals. Office Address: 701 N. Post Oak Rd, Suite 320, Houston, Texas 77024 Securities offered through Cetera Advisors LLC., (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA I SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera firms are under separate ownership from any other named entity.
Totus Wealth Management Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 4
- 100.0% coverage
Totus Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Richard L. Farrar, Cfp®, Clu®, Aep | Totus Wealth Management | Birmingham, Alabama, United States |
Email
Phone
|
| Dorothy Murdock | Financial Advisor | Greater Chicago Area, United States |
Email
Phone
|
| Paul Park | Director of Field Development - Totus Wealth Management | Spring, Texas, United States |
Email
Phone
|
| Brian Fox, Cfbs | Senior Vice President - Investments - Financial Planner, Totus Wealth Management | Marietta, Georgia, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
2 profiles
Executive
1 profile
Director
1 profile
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