Total Wealth Solutions
SEC RegisteredGUIDING CLIENTS TOWARDS MAXIMIZING THEIR GOALS
About the firm
One Total Wealth Solutions aims to educate, empower, and navigate every client to achieve financial independence through customized solutions built on independence, transparency, and accountability. The firm uses a Total Wealth Management approach, with Principal Advisor Imran Jaffer bringing over 20 years of experience in financial planning and alternative investments.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Capital growth, preservation, passive income, tax planning, legacy planning, and total wealth management addressing all areas of finance collectively.
Who they serve
Individuals at all stages of life, including referrals from existing clients, their loved ones, families, and friends.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 20 | $10M |
| High Net Worth Individuals | 60 | $130M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 2 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Any Amount | 0.80% |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Total Wealth Solutions has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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