This Business Is Not BBB Accredited

Total Wealth Management

Total Wealth Management

(619) 704-1500

Total Wealth Management

12 years in business
8880 Rio San Diego Dr #800
San Diego, CA 92108
Fax Numbers
  • (619) 374-2435
Additional Email Addresses
  • info@totalwealthmanagement.net
Additional Website Addresses
  • http://www.totalwealthmanagement.net
BBB File Opened: 09/26/2006
Business Started: 10/01/2005
Type of Entity
Corporation
Business Management
  • Principal: Mr. Douglas Shoemaker, COO
  • Principal: Mr. Jacob Cooper, CEO
  • Ms. Brittany Fowler, Client Relations Manager
  • Principal: Mr. Nathan McNamee, President & Compliance Director
Contact Information
  • Principal: Mr. Douglas Shoemaker, COO
  • Principal: Mr. Jacob Cooper, CEO
  • Ms. Brittany Fowler, Client Relations Manager
  • Principal: Mr. Nathan McNamee, President & Compliance Director
Business Category
  • Financial Planning Consultants
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Number of Employees: 
8

C+

Government Action

The following describes a pending government action that has been formally brought by a government agency but has not yet been resolved. We are providing a summary o... Read More

Overview

This company offers financial planning specializing in wealth development.

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Factors that affect the rating for Total Wealth Management include:

  • Failure to respond to 1 complaint(s) filed against business

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.

BBB reports on known significant government actions involving the business's marketplace conduct.

BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.

BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.

BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.

BBB reports when mail sent to the business was returned by the Postal Service.

Total Wealth Management

THIS BUSINESS IS NOT BBB ACCREDITED

Total Wealth Management

Customer Review Rating:

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Composite Score:

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