AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
NG

Nicholas Giannakopoulos

TOTAL WEALTH SERVICES
WESTLAKE VILLAGE, CA 91362
CRD#: 8182352
Some features on this profile are disabled
NG
Nicholas GiannakopoulosTOTAL WEALTH SERVICES

Professional summary

Nicholas Giannakopoulos, who also goes by Nicholas Elliott Giannakopoulos, is a registered financial advisor currently at TOTAL WEALTH SERVICES, LLC located in Westlake Village, California.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Nicholas has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Nicholas Elliott Giannakopoulos

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Giannakopoulos's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 27, 2026 - Present

TOTAL WEALTH SERVICES, LLC

Office #1: 4165 E Thousand Oaks Blvd #355, Westlake Village, CA 91362
RIA
CRD#: 331833
WESTLAKE VILLAGE, CA
Past

January 3, 2026 - February 16, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Los Angeles, CA
Past

January 3, 2026 - February 16, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Los Angeles, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TW
TOTAL WEALTH SERVICES, LLC
TOTAL WEALTH INVESTMENTS, LLC | TOTAL WEALTH SERVICES, LLC

CRD#: 331833 / SEC#: 801-130563

RIA
Registered Investment Advisory firm - (6/27/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(2/27/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/2/2025
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2026
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/6/2025
Securities Industry Essentials Examination

Current Firm

TW
TOTAL WEALTH SERVICES, LLC
TOTAL WEALTH INVESTMENTS, LLC | TOTAL WEALTH SERVICES, LLC

CRD#: 331833 / SEC#: 801-130563

RIA
Registered Investment Advisory firm - (6/27/2024 Approved)
Loading...

Contact information

Main Address
4165 E Thousand Oaks Blvd #355, Westlake Village, CA 91362
Mailing Address
Phone number
(818) 309-3071
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TOTAL WEALTH SERVICES, LLC DISCLOSURE BROCHURE (3/25/2025)

Regulatory assets under management

Total Number of Accounts247
AUM (Assets Under Management)$ 121,228,920

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TOTAL WEALTH SERVICES, LLC

CRD#: 331833Westlake Village, CA 91362

TRUST BUT VERIFY

Monitor Nicholas Giannakopoulos

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

SL
Sean LeonardAdvisorCheck Check Mark
WELLS FARGO CLEARING SERVICES, LLC
IAR
RR
CAMARILLO, CA
TM
Tania MansouriAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
RR
ENCINO, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.