David Trejo
Total Wealth Services · Westlake Village, California
David Trejo is a fee-only financial advisor at Total Wealth Services in Westlake Village, California. David focuses on tax planning, small business owners and real estate investors. Total Wealth Services reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Total Wealth Services |
|---|---|
| Based in | Westlake Village, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $186.1M across 347 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6086356 |
| Exams passed | Series 63 (2012) · Series 66 (2017) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | totalwealthservices.com |
How David's firm compares
- Total Wealth Services's average account is about $536,000, from its Form ADV (assets managed divided by 347 accounts).
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Questions about David
Is David Trejo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Total Wealth Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Total Wealth Services, reports charging a percentage of assets on its SEC Form ADV.
Where is David Trejo based?
David Trejo is based in Westlake Village, California.
What does David specialize in?
David's specialties include tax planning, small business owners, real estate investors and retirement planning.
Is David Trejo registered with the SEC?
Yes. David Trejo is registered as an investment adviser representative in CA (CRD 6086356), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Total Wealth Services manage?
Total Wealth Services reports $186.1M across 347 accounts in assets under management.
How do I contact David Trejo?
Through David's website, totalwealthservices.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Total Wealth Services website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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