# TOTAL WEALTH PLANNING AND MANAGEMENT, INC.

TOTAL WEALTH PLANNING AND MANAGEMENT, INC. is an SEC-registered investment adviser.

## Registration

- CRD: 166664
- Type: SEC-registered investment adviser
- SEC file number: 801-113167
- Phone: (866) 568-0003
- Latest filing: 2026-04-22
- Regulatory AUM: $238.8M
- Discretionary AUM: $237.2M
- Non-discretionary AUM: $1.6M
- Clients: 8
- Accounts: 412

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| William Richard Tomes | PRESIDENT - CCO | — |
| Kimberly Tomes | OWNER | — |
| TOMES WILLIAM RICHARD | PRESIDENT - CCO | — |
| POTENZA ALEXANDER ROBERT | VICE PRESIDENT | — |
| TOMES KIMBERLY | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/166664/brochure
- Similar advisers: https://search.stillhousedata.com/firm/166664/similar
- Related entities: https://search.stillhousedata.com/firm/166664/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/166664

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.