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| Total Wealth Planning LLC
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|---|---|
| CRD # | 174434 |
| SEC # | 801-80853 |
| CIK # | 0002058383, 0001762997 |
| AUM | $1.2 B (2025-12-26) |
| Employees | 20 (80% Investors, 0% Brokers) |
| Phone | 513-984-6696 |
| Address | 4665 Cornell Rd Cincinnati, OH 45241 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002058383 0001762997 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Cheniere Energy Inc | 4.3 | ||
| Apple Inc | 3.8 | ||
| Microsoft Corp | 3.1 | ||
| AbbVie Inc | 2.8 | ||
| Amazon Com Inc | 2.6 | ||
| Factset Research Systems Inc | 2.3 | ||
| J P Morgan Chase & Co | 2.2 | ||
| Verizon Communications Inc | 2.1 | ||
| Alphabet Inc | 2.0 | ||
| Nvidia Corp | 2.0 | ||
| Pfizer Inc | 1.9 | ||
| AT&T Inc | 1.7 | ||
| Home Depot Inc | 1.5 | ||
| Gilead Sciences Inc | 1.5 | ||
| SPDR Gold Trust | 1.4 | ||
| Metropcs Communications Inc | 1.4 | ||
| Netflix Inc | 1.4 | ||
| STMicroelectronics NV | 1.4 | ||
| Digital Realty Trust Inc | 1.4 | ||
| NRG Energy Inc | 1.3 | ||
| Chevron Corp | 1.3 | ||
| Wal Mart Stores Inc | 1.3 | ||
| Omnicom Group Inc | 1.3 | ||
| International Paper Co /New/ | 1.3 | ||
| Broadcom Inc | 1.3 | ||
| CORN Products International Inc | 1.3 | ||
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| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Crossmark Wealth Management LLC
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|
TX | 1.2 |
|
TCP Asset Management LLC
✚
|
OH | 1.2 |
|
Crumly and Associates Incorporated
✚
|
IL | 1.2 |
|
Crusonia Wealth Advisors LLC
✚
|
CO | 1.2 |
|
Dinuzzo Private Wealth Inc
✚
|
PA | 1.2 |
|
Deerfield Financial Advisors Inc
✚
|
IN | 1.2 |
|
Signet Financial Management LLC
✚
|
NJ | 1.2 |
|
Kearns & Associates LLC
✚
|
1.2 | |
|
Brand Asset Management Group Inc
✚
|
MO | 1.2 |
|
Wellington Shields Capital Management LLC
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|
NY | 1.2 |