|
⚲
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| Total Wealth Planning and Management Inc
✚
| |
|---|---|
| CRD # | 166664 |
| SEC # | 801-113167 |
| CIK # | 0001762997 |
| AUM | $178.3 MM (2024-08-23) |
| Employees | 9 (100% Investors, 0% Brokers) |
| Phone | 866-568-0003 |
| Address | 520 Fresh Pond Road Ponte Vedra, FL 32082 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 322 | 74.2 |
| (b) Individuals (high net worth individuals) | 53 | 102.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.6 |
| (h) Charitable organizations | 1 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,207 | 178.3 |
| By Discretionary | ||
| Discretionary | 1,204 | 176.4 |
| Non-Discretionary | 3 | 1.9 |
| Total | 1,207 | 178.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 177.5 | |
| Total | 1,207 | 178.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001762997] |
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