Investment adviser · CRD 166664
TOTAL WEALTH PLANNING AND MANAGEMENT, INC.
Investment adviser filing (IA)
· Form ADV filed Apr 22, 2026
- Regulatory AUM
- $239M Form ADV · Item 5.F
- Client accounts
- 412 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 66 | $158,524,555 | 66.4% |
| Individuals | 346 | $80,267,288 | 33.6% |
| Charities | Fewer than 5 | $0 | 0.0% |
Filing source
Form ADV 2093119 · Apr 22, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 22, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
CRD 166664
Filing source
Form ADV 2093119 · Apr 22, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.