|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Total Wealth Planning and Management Inc
✚
|
|
|---|---|
| CRD # | 166664 |
| SEC # | 801-113167 |
| CIK # | 0002058383, 0001762997 |
| AUM | $203.9 M (2025-06-03) |
| Employees | 9 (100% Investors, 0% Brokers) |
| Phone | 866-568-0003 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 24.2 | ||
| SPDR Gold Trust | 5.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 300 | 68.1 |
| (b) Individuals (high net worth individuals) | 61 | 133.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 1.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,264 | 203.9 |
| By Discretionary | ||
| Discretionary | 1,262 | 202.5 |
| Non-Discretionary | 2 | 1.4 |
| Total | 1,264 | 203.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 202.8 | |
| Total | 1,264 | 203.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001762997] | |
| 13F-HR | [0002058383] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Tevis Investment Management LLC
✚
|
TX | 0.2 |
|
Madden Funds Management Ltd
✚
|
IL | 0.2 |
|
Professional Financial Strategies Inc
✚
|
NY | 0.2 |
|
McDonough Capital Management Inc
✚
|
FL | 0.2 |
|
Mariaca Wealth Management LLC
✚
|
FL | 0.2 |
|
Urban Wealth Management Group LLC
✚
|
CA | 0.2 |
|
Essential Investment Partners LLC
✚
|
CO | 0.2 |
|
Kanani Advisory Group Inc
✚
|
CA | 0.2 |
|
Investors Portfolio Services LLC
✚
|
WA | 0.2 |
|
Rinaldi Wealth Management Inc
✚
|
FL | 0.2 |