Totus Wealth Management logo

Totus Wealth Management Employee Directory

Financial ServicesTexas, United States11-50 Employees

Totus Wealth Management is a financial services firm based in Houston, Texas, that emphasizes a holistic approach to managing clients’ financial portfolios. The firm positions itself as one that considers the totality of a client’s goals and circumstances to offer comprehensive guidance through varying life stages and market conditions. Its philosophy centers on earning trust through attentive client relationships and aligning advice with individual values, aiming to help clients navigate life’s complexities and pursue their envisioned plans. The company operates with a moderate regional footprint and has formed partnerships, including a notable collaboration with Gig Worker Solutions in 2023, reflecting an interest in expanding its service scope. Totus Wealth Management conducts securities and advisory services through affiliated Cetera entities, underscoring its integration into a broader financial services network while maintaining its independent, client-centered approach.

Find Totus Wealth Management employees' phone numbers or email addresses

Totus Wealth Management Global Highlights

Location
Employees

North America
32

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  • United States Of America
    32

Europe
8

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  • United Kingdom Of Great Britain And Northern Ireland
    8

Totus Wealth Management's Leadership

  • Chief Operating Officer And Chief Financial Officer at Totus Wealth Management
    S. D.
    Chief Operating Officer And Chief Financial Officer
  • President & Ceo at Totus Wealth Management
    J. S. L. P. L. C.
    President & Ceo
  • Company Owner at Totus Wealth Management
    F. D. P.
    Company Owner
  • Director Of Field Development at Totus Wealth Management
    M. P.
    Director Of Field Development
  • Senior Wealth Manager at Totus Wealth Management
    D. A.
    Senior Wealth Manager
  • Talent Acquisition Coordinator at Totus Wealth Management
    D. N.
    Talent Acquisition Coordinator
  • Client Relationship Specialist at Totus Wealth Management
    R. H.
    Client Relationship Specialist
  • Transition Specialist at Totus Wealth Management
    C. H.
    Transition Specialist

Totus Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Consultant
  • Recruiting
  • Other
  • Business

Contact profiles from Totus Wealth Management

Name
Title
Contact
Location
Last Update
  • President & Ceo at Totus Wealth Management
    J. S. L. P. L. C.
    President & Ceo
    Sep 03, 2026
  • Chief Operating Officer And Chief Financial Officer at Totus Wealth Management
    S. D.
    Chief Operating Officer And Chief Financial Officer
    Sep 03, 2026
  • Company Owner at Totus Wealth Management
    F. D. P.
    Company Owner
    United Kingdom, England
    Sep 01, 2026
  • Director Of Field Development at Totus Wealth Management
    M. P.
    Director Of Field Development
    Jun 08, 2026
  • Senior Wealth Manager at Totus Wealth Management
    D. A.
    Senior Wealth Manager
    Dec 11, 2025
  • Talent Acquisition Coordinator at Totus Wealth Management
    D. N.
    Talent Acquisition Coordinator
    Sep 17, 2026
  • Client Relationship Specialist at Totus Wealth Management
    R. H.
    Client Relationship Specialist
    United Kingdom, England
    Aug 05, 2026
  • Transition Specialist at Totus Wealth Management
    C. H.
    Transition Specialist
    Oct 21, 2024
  • Wealth Advisor at Totus Wealth Management
    S. J.
    Wealth Advisor
    Oct 22, 2024

Frequently Asked Questions

What is Totus Wealth Management known for?

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Totus Wealth Management was founded in 2021 and operates in the Financial Services industry. Explore Totus Wealth Management's company overview page for more information.

What is Totus Wealth Management's most common email format?

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Totus Wealth Management employees' email format typically follows the pattern of FLast@totuswm.com. Trying to find reliable and up-to-date employee contact data? Find more Totus Wealth Management email formats with LeadIQ.

How many employees does Totus Wealth Management have currently?

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Totus Wealth Management has approximately 35 employees as of September 2026. These team members are located across 2 continents, including North America and Europe.

Who are Totus Wealth Management's key employees and leadership?

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As of September 2026, Totus Wealth Management's key employees include:

  • Chief Operating Officer And Chief Financial Officer: S. D.
  • President & Ceo: J. S. L. P. L. C.
  • Company Owner: F. D. P.
  • Director Of Field Development: M. P.
  • Senior Wealth Manager: D. A.

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