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| Total Wealth Planning LLC
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| CRD # | 174434 |
| SEC # | 801-80853 |
| CIK # | 0002058383, 0001762997 |
| AUM | 1,178.1 M (2025-12-26) |
| Employees | 20 (80% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) | |
|---|---|---|---|
| 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) | 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 - 2026 |
|---|---|---|
| 13F-HR | [0001762997] | |
| 13F-HR | [0002058383] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Crossmark Wealth Management LLC
✚
|
TX | 1,185.1 M |
|
TCP Asset Management LLC
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|
OH | 1,182.7 M |
|
Crumly and Associates Incorporated
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|
IL | 1,179.6 M |
|
Crusonia Wealth Advisors LLC
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|
CO | 1,178.4 M |
|
Dinuzzo Private Wealth Inc
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|
PA | 1,177.3 M |
|
Deerfield Financial Advisors Inc
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|
IN | 1,176.2 M |
|
Signet Financial Management LLC
✚
|
NJ | 1,176.0 M |
|
Kearns & Associates LLC
✚
|
1,175.7 M | |
|
Brand Asset Management Group Inc
✚
|
MO | 1,174.4 M |
|
Wellington Shields Capital Management LLC
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|
NY | 1,173.4 M |