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advised by TOTAL WEALTH MANAGEMENT INC.
Delaware, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Dec 11, 2014 | $1.3M |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| WELLS FARGO | WELLS FARGO BANK, N.A. | Portland | Oregon | United States | no | n/a |
| $250,000 |
| 0.0% |
| yes |
| A•••• F•••••• G••••• P•••••••• S••••• |
| Apr 8, 2014 | $1.3M | 2 | $250,000 | 0.0% | yes | A•••• F•••••• G••••• P•••••••• S••••• |
| Mar 31, 2014 | $1.3M | 2 | $250,000 | 0.0% | yes | A•••• F•••••• G••••• P•••••••• S••••• |
| May 22, 2013 | $276,678 | 2 | $250,000 | 0.0% | yes | A•••• F•••••• G••••• P•••••••• S••••• |
| Apr 5, 2013 | $276,678 | 2 | $250,000 | 0.0% | yes | A•••• F•••••• G••••• P•••••••• S••••• |
| Feb 26, 2013 | $276,678 | 2 | $250,000 | 0.0% | yes | A•••• F•••••• G••••• P•••••••• S••••• |
| Feb 26, 2013 | $276,678 | 2 | $250,000 | 0.0% | yes | A•••• F•••••• G••••• P•••••••• S••••• |
| Apr 2, 2012 | $276,678 | 2 | $250,000 | 0.0% | yes | A•••• F•••••• G••••• P•••••••• S••••• |