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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

TOTAL WEALTH ADVISORS, LLC

CRD 164633

HOPKINS, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8dfce91c-149a-bd1c-3ee6-7ef7dfce5728

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 4
On other graphs: 0
Observed: Apr 21, 2021 to Mar 25, 2026
9 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.82 fund_share=0.0 institutional_share=0.14 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $107MItem 5.F on the latest filing (2026-03-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $104M
Private client RAUM: $88.3MderivedItem 5.D individuals plus high net worth individuals
Private client share: 82%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $53.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 301
Individual clients: 42
High net worth clients: 27
Custody, client assets: $29.6M
SEC number: 801-121278
CRD: 164633
Filings on the tape: 9
First filed: Apr 21, 2021
Latest filed: Mar 25, 2026
Organised: Limited Liability Company, MN
Website: totalwealthadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
SUZANNE MICHELLE MCCOY	n/a	HOPKINS, MN	12	33	2	no
PAUL JOSEPH MCCOY	n/a	HOPKINS, MN	12	33	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MCCOY, PAUL, JOSEPH	MANAGING MEMBER / CCO	D	yes	07/2012	Apr 21, 2021	Mar 28, 2024
MCCOY, SUZANNE, MICHELLE	MANAGING MEMBER	D	yes	01/2016	Apr 21, 2021	Mar 28, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 25, 2026	$107M	$104M	2	2	0	n/a	n/a
2024	Mar 31, 2025	$102M	$99.1M	2	2	0	n/a	n/a
2023	Mar 28, 2024	$90.7M	$76.7M	2	2	0	n/a	n/a
2022	Mar 20, 2023	$202M	$191M	4	4	1	n/a	n/a
2021	Mar 31, 2022	$172M	$172M	4	4	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$107M	$102M	4.7%	$202M	-19.1%	2	2	0	0

Relationships

Registered with (5)

← PAUL JOSEPH MCCOYAdvisorregistration: current employment
Jan 27, 2014 to presentfactForm ADV
← SUZANNE MICHELLE MCCOYAdvisorregistration: current employment
Dec 4, 2013 to presentfactForm ADV
← Brian D. MullerAdvisorregistration: previous registration
Apr 1, 2021 to Mar 9, 2024factForm ADV
← ANTHONY WILLIAM PRICEAdvisorregistration: previous registration
Nov 30, 2017 to Jan 2, 2024factForm ADV
← ANDREAS JAMES SCOTTAdvisorregistration: previous registration
Jan 16, 2015 to Sep 6, 2016factForm ADV

Controls (2)

← MCCOY, SUZANNE, MICHELLEOwnerMANAGING MEMBER, ownership code D, individual
Apr 21, 2021 to Mar 28, 2024factForm ADV
← MCCOY, PAUL, JOSEPHOwnerMANAGING MEMBER / CCO, ownership code D, individual
Apr 21, 2021 to Mar 28, 2024factForm ADV

Dated events

Occurred
Mar 28, 2024
Regulatory AUM changed
Total Wealth Advisors, Llc reported RAUM $90.7M, down 55% from $202.4M (2023-03-20 to 2024-03-28)
Form ADVobserved 4 days ago
$-112M
Occurred
Mar 9, 2024
Advisor changed firm
Brian D. Muller left Total Wealth Advisors, Llc for Xypn Sapphire (registered 2026-02-12)
Form ADVobserved 4 days ago
Occurred
Jan 2, 2024
Advisor changed firm
Anthony William Price left Total Wealth Advisors, Llc for Farther (registered 2024-01-02)
Form ADVobserved 4 days ago
Occurred
Apr 21, 2021
First Form ADV filing
Total Wealth Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8dfce91c-149a-bd1c-3ee6-7ef7dfce5728
First observed: Apr 21, 2021
Last observed: Mar 25, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TOTAL WEALTH ADVISORS, LLC

CRD 164633

HOPKINS, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8dfce91c-149a-bd1c-3ee6-7ef7dfce5728

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:59 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

SUZANNE MICHELLE MCCOY

n/a

HOPKINS, MN

PAUL JOSEPH MCCOY

n/a

HOPKINS, MN

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MCCOY, PAUL, JOSEPH

MANAGING MEMBER / CCO

yes

07/2012

Apr 21, 2021

Mar 28, 2024

MCCOY, SUZANNE, MICHELLE

MANAGING MEMBER

yes

01/2016

Apr 21, 2021

Mar 28, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$107M

$104M

n/a

2024

Mar 31, 2025

$102M

$99.1M

n/a

2023

Mar 28, 2024

$90.7M

$76.7M

n/a

2022

Mar 20, 2023

$202M

$191M

n/a

2021

Mar 31, 2022

$172M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$107M

$102M

4.7%

$202M

-19.1%