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.
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Verified contacts
25
available on Kipplo
LinkedIn employees
31
1 to 10 range
Open roles
—
no listings
Distinct roles
19
indexed titles
Tech stack
2
tools in use
Monthly traffic
656
organic / mo
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Decision-makers and verified team members
25 contacts with verified email or phone · masked until revealed.
- DC
Daniel Carroll
Director of Field Development · General Business & Management
EmailPhone - PP
Paul Park
Director of Field Development · General Business & Management
EmailPhone - SS
Sammy Salek
Director of Asset Management · Finance & Accounting
EmailPhone - BF
Brian Fox
Senior Vice President - Investments Financial Planner, Totus Wealth Management · Other
EmailPhone - RB
Raymond Bardoul
SVP - Investments Financial Planning · Other
EmailPhone - TB
Timothy Bonner
Senior Investment Advisor · Finance & Accounting
EmailPhone - CP
Colin Peck
Financial Advisor · Finance & Accounting
EmailPhone - MM
Megan McGlone
Wealth Management Advisor · Finance & Accounting
EmailPhone - RT
Richard Tull
Senior Vice President - Investments i Financial Planner · Other
EmailPhone
Showing 9 of 25 verified contacts
Top roles at Totus Wealth Management
19 distinct titles indexed · top 10 shown.
- 2director of field development
- 2financial advisor
- 2vice president, financial planner
- 1chief executive officer
- 1chief operating officer and chief financial officer
- 1director of asset management
- 1director of field development, certified financial planner
- 1executive senior partner
- 1executive senior partner, totus wealth management registered principal, cetera
- 1financial professional
- +9more titles
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