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| Total Wealth Planning and Management Inc
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|---|---|
| CRD # | 166664 |
| SEC # | 801-113167 |
| CIK # | 0002058383, 0001762997 |
| AUM | 238.8 M (2026-04-22) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Phone | 866-568-0003 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Cheniere Energy Inc | 4.3 | ||
| Apple Inc | 3.8 | ||
| Microsoft Corp | 3.1 | ||
| AbbVie Inc | 2.8 | ||
| Amazon Com Inc | 2.6 | ||
| Factset Research Systems Inc | 2.3 | ||
| J P Morgan Chase & Co | 2.2 | ||
| Verizon Communications Inc | 2.1 | ||
| Alphabet Inc | 2.0 | ||
| Nvidia Corp | 2.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 346 | 80.3 |
| (b) Individuals (high net worth individuals) | 66 | 158.5 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.0 |
| (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 | 412 | 238.8 |
| By Discretionary | ||
| Discretionary | 405 | 237.2 |
| Non-Discretionary | 7 | 1.6 |
| Total | 412 | 238.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.3 | |
| United States Persons | 237.5 | |
| Total | 412 | 238.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001762997] | |
| 13F-HR | [0002058383] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 (1 non-US) |
| Serves | Institutional, Retail, Research |
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