What departments does Totus Wealth Management have?

Totus Wealth Management has employees across 5 departments including Entrepreneurship, Finance, Engineering, Recruiting, Consultant.

What is the largest department at Totus Wealth Management?

The largest department at Totus Wealth Management is Entrepreneurship with 2 employees.

Where are Totus Wealth Management employees located globally?

Totus Wealth Management has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Totus Wealth Management's team size changed over time?

Totus Wealth Management's team has decreased from approximately 28 to 27 employees based on available data.

Totus Wealth Management Employee Directory

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

Totus Wealth Management's key employees include: President & Ceo: J. S. L. P. L. C., Chief Operating Officer And Chief Financial Officer: S. D..

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.

Totus Wealth Management Global Highlights

North America
31

United States Of America
31

Europe
7

United Kingdom Of Great Britain And Northern Ireland
7

Totus Wealth Management's Leadership

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

Totus Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Consultant
Recruiting
Accounting
Administrative
Other
Analytics

Contact profiles from Totus Wealth Management

Name

Title

Contact

Location

Last Update

J. S. L. P. L. C.
President & Ceo
Mobile Phone
Email
Jun 28, 2026
S. D.
Chief Operating Officer And Chief Financial Officer
Mobile Phone
Email
Jul 08, 2026
F. D. P.
Company Owner
Mobile Phone
Email
United KingdomEngland
Apr 16, 2026
M. P.
Director Of Field Development
Mobile Phone
Email
Jun 08, 2026
D. A.
Senior Wealth Manager
Mobile Phone
Email
Dec 11, 2025
D. N.
Talent Acquisition Coordinator
Mobile Phone
Email
Jun 25, 2026
R. H.
Client Relationship Specialist
Mobile Phone
Email
United KingdomEngland
Aug 05, 2026
C. H.
Transition Specialist
Mobile Phone
Email
Oct 21, 2024
S. J.
Wealth Advisor
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Totus Wealth Management known for?

Totus Wealth Management was founded in 2021 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?

Totus Wealth Management employees' email format typically follows the pattern of . 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?

Totus Wealth Management has approximately 35 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

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

As of July 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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Totus Wealth Management Employee Directory

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