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Fund Manager

Total Wealth

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TW
Total Wealth

Fund Manager

Primary Strategy: Other

Year Founded: 2015

Number of Employees: 4

Ownership: Privately Held

Year End: December

Description

For business owners and high achievers, attaining financial success requires more than mere management—it necessitates a strategic partnership. The key is a family office-style wealth management firm coupled with a team of seasoned advisors. The FO offers customization, cost-efficiency, and access to an extensive network, while the expert advisors bring specialized insights. Together, they create

Contact

Website: Link to website

LinkedIn: linkedin.com/company/totalwealthdsm

Address

201 Main Street, Suite 1198, Fort Worth, Texas, United States

Date

As of: September 30, 2025

Key Metrics

See data over time

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
By strategy
By fund size
By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

Chart view

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Top fund structures by AUM

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See All Funds

Current Service Providers

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Switches

Last 12 months

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Questions relating to our data?

Singularity is a subscription-based data platform with data on the private fund industry. Contact us with any questions about this profile or for a demo of our full platform.

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