TOTAL WEALTH PLANNING AND MANAGEMENT, INC.

TOTAL WEALTH PLANNING AND MANAGEMENT, INC. is an SEC-registered investment adviser (CRD 166664). Regulatory assets under management: $238.8M.

Registration

• CRD: 166664
• SEC file number: 801-113167
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166664 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search