Totus Wealth Management
Company

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 Insurance
Monetary 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 Contact
Richard L. Farrar, Cfp®, Clu®, Aep Totus Wealth Management
Email Phone
Dorothy Murdock Financial Advisor
Email Phone
Paul Park Director of Field Development - Totus Wealth Management
Email Phone
Brian Fox, Cfbs Senior Vice President - Investments - Financial Planner, Totus Wealth Management
Email Phone

Employees by Management Level

Individual contributor 2 profiles
Executive 1 profile
Director 1 profile

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