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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Total Wealth Planning LLC
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|---|---|
| CRD # | 174434 |
| SEC # | 801-80853 |
| CIK # | 0002058383, 0001762997 |
| AUM | $1.2 B (2025-05-29) |
| Employees | 20 (80% Investors, 0% Brokers) |
| Phone | 513-984-6696 |
| Address | 4665 Cornell Rd Cincinnati, OH 45241 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($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 ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 356 | 143.0 |
| (b) Individuals (high net worth individuals) | 421 | 1,022.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 13.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,989 | 1,178.1 |
| By Discretionary | ||
| Discretionary | 2,838 | 1,112.9 |
| Non-Discretionary | 151 | 65.2 |
| Total | 2,989 | 1,178.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,178.1 | |
| Total | 2,989 | 1,178.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001762997] | |
| 13F-HR | [0002058383] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Pinnacle Financial Group
✚
|
NY | 1.2 |
|
Intellus Advisors LLC
✚
|
FL | 1.2 |
|
Greene Wealth Management LLC
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WA | 1.2 |
|
Riverfront Investment Group LLC
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|
VA | 1.2 |
|
Strategic Investment Advisors LLC
✚
|
MI | 1.2 |
|
Revolve Wealth Partners LLC
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|
NJ | 1.2 |
|
Capital Investment Counsel LLC
✚
|
CO | 1.2 |
|
LVM Capital Management Ltd
✚
|
MI | 1.2 |
|
Anderson Financial Partners Inc
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|
FL | 1.2 |
|
V-Square Quantitative Management LLC
✚
|
IL | 1.2 |