Close

Total Wealth Management

Total Wealth Management in Trouble After Allegedly using Client Funds to Settle Regulatory Claims

By Tom Costello of Costello Law Group Total Wealth Management and its founder, Jacob Cooper, are in trouble again with the Securities and Exchange Commission (SEC) after using client funds to settle a prior case with the SEC. To help settle the original charges, the firm and Cooper allegedly misappropriated $150,000 of client […]

Continue Reading

Total Wealth Management Charged for Misleading Clients

By Tom Costello of Costello Law Group Total Wealth Management Inc., a San Diego-based investment firm, faces fraud charges after allegations by the Securities and Exchange Commission (SEC) that they had mislead investors. These allegations arose after the firm allegedly invested approximately three-fourths of its clients’ funds into Altus Funds. Altus Funds are […]

Continue Reading