# TOTAL WEALTH PLANNING, LLC

TOTAL WEALTH PLANNING, LLC of CINCINNATI, OH is an SEC-registered investment adviser.

## Registration

- CRD: 174434
- Type: SEC-registered investment adviser
- SEC file number: 801-80853
- Location: 4665 CORNELL RD., STE. 160, CINCINNATI, OH, 45241
- Phone: 513-984-6696
- Latest filing: 2025-12-26
- Regulatory AUM: $1.2B
- Discretionary AUM: $1.1B
- Non-discretionary AUM: $65.2M
- Clients: 20
- Accounts: 2,989

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Robert Norman Siegmann | CCO AND MEMBER | — |
| Robert Joseph Lemmons | MEMBER | — |
| David Dean Wilder | MEMBER | — |
| SIEGMANN ROBERT NORMAN | CCO AND MEMBER | — |
| WILDER DAVID DEAN | MEMBER | — |
| LEMMONS ROBERT JOSEPH | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/174434/brochure
- Similar advisers: https://search.stillhousedata.com/firm/174434/similar
- Related entities: https://search.stillhousedata.com/firm/174434/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/174434

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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.