SourcingSourcing

TOTAL WEALTH ADVISORS, LLC

A78
CRD 164633·SEC 801-121278·HOPKINS, MN
AUM
$107.2M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$322K
@ 30% margin
Est. Deal Value
$2.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TOTAL WEALTH ADVISORS, LLC
CRD
164633
SEC file #
801-121278
EIN
—
DBA names
—

Economics

AUM
$107.2M
AUM band
$100M-$500M
AUM trajectory
'22'26
$118.8M → $107.2M▼ -10%
Client mix
Individuals Other42
Individuals High Net Worth27
Other13
Pension Profit Sharing Plans10

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
4 advisors → 2 advisors▼ -50%
Primary office
HOPKINS MN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
totalwealthadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MCCOY, PAUL, JOSEPH
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MCCOY, PAUL, JOSEPH
MCCOY, SUZANNE, MICHELLE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
TOTALWEALTHADVISORS.COM
Rdap Domain Creation Date
2009-05-21T21:15:10Z
Rdap Firm Age Years
17
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
11,696
Form 5500 Compensation Trajectory 3y
202511,696
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
11,696
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-21T21:15:10Z
Rdap Domain Last Changed
2026-05-22T11:06:43Z
Rdap Nameservers
Ns-1316.awsdns-36.orgNs-138.awsdns-17.comNs-1570.awsdns-04.co.ukNs-671.awsdns-19.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2317297
Trust Company Affiliate
No

People (2)

2
MCCOY, PAUL, JOSEPH
IAR · Direct Owner · 62.5%
2317297
MCCOY, SUZANNE, MICHELLE
IAR · Direct Owner · 62.5%
2266347