Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningEducation PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
588 advisors
Number of Clients
43,706 clients
Average Client Portfolio
$773K average
Assets Under Management
$33.8B
Fee Structure
Minimum Investment:$50K
Financial Planning:Included in AUM fee
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Contact
Amelia Ann West
Location
11495 North Pennsylvania Street, Suite 245, Carmel, IN, 46032
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Amelia serves on the Indiana Education Savings Authority Board, overseeing the Indiana 529 College Savings Plan, dedicating minimal time. She is also a co-owner of Saint Adrian Meats & Sausage, LLC, handling bookkeeping and dedicating a few hours per week.
Employment History
Current Registrations
Cwm, LLC
November 2025 - Present · 3 mos
Total Wealth Planning, LLC
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
Howell Financial Advisors, INC.
June 2017 - January 2023 · 5 yrs 7 mos
Commonwealth Financial Network
December 2010 - March 2017 · 6 yrs 3 mos
Commonwealth Financial NetworkBroker
December 2010 - March 2017 · 6 yrs 3 mos
Thurston, Springer, Miller, Herd & Titak, INC.Broker
April 2010 - December 2010 · 8 mos
Thurston, Springer, Miller, Herd & Titak, INC.
April 2010 - December 2010 · 8 mos
Ameriprise Financial Services, INC.
December 2004 - April 2010 · 5 yrs 4 mos
Ameriprise Financial Services, INC.Broker
November 2004 - April 2010 · 5 yrs 5 mos
Ids Life Insurance CompanyBroker
November 2004 - July 2006 · 1 yr 8 mos
State Registrations2 states
INTX
Advisor
Exams
No exam information available for this advisor.
Contact
Amelia Ann West