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| Total Wealth Planning LLC
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|
|---|---|
| CRD # | 174434 |
| SEC # | 801-80853 |
| CIK # | 0001762997 |
| AUM | $866.1 MM (2023-03-02) |
| Employees | 17 (94% Investors, 0% Brokers) |
| Phone | 513-984-6696 |
| Address | 4665 Cornell Rd Cincinnati, OH 45241 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 262 | 131.0 |
| (b) Individuals (high net worth individuals) | 308 | 705.0 |
| (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 | 4.8 |
| (h) Charitable organizations | 0 | 12.1 |
| (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 | 13.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,399 | 866.1 |
| By Discretionary | ||
| Discretionary | 2,324 | 819.5 |
| Non-Discretionary | 75 | 46.6 |
| Total | 2,399 | 866.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 866.1 | |
| Total | 2,399 | 866.1 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001762997] |
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|---|---|---|
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Mastrapasqua Asset Management Inc
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|
TN | 0.9 |
|
Marino Stram and Associates LLC
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MA | 0.9 |
|
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Pettinga Financial Advisors LLC
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SASCO Capital Inc
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CT | 0.9 |
|
Fiduciary Alliance LLC
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SC | 0.9 |
|
PYA Waltman Capital LLC
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TN | 0.9 |
|
Hemington Wealth Management LLC
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