Total Wealth Planning And Management, Inc.
Total Wealth Planning And Management, Inc. is an SEC-registered mass-market adviser with $238.8M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Total Wealth Planning And Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 166664, SEC 801-113167, data through 2026-04-22.
- AUM (assets under management / regulatory AUM)
- $238.8M (2026-04-22)
- Firm type
- Mass-Market Adviser
- Employees
- 8
- Clients
- 414
- CRD
- 166664
- Ownership
- TOMES, WILLIAM, RICHARD; POTENZA, ALEXANDER, ROBERT; TOMES, KIMBERLY
How much AUM does Total Wealth Planning And Management, Inc. have?
Total Wealth Planning And Management, Inc. reported $238.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-22).
Who owns Total Wealth Planning And Management, Inc.?
Disclosed owners and executives of Total Wealth Planning And Management, Inc. include TOMES, WILLIAM, RICHARD, POTENZA, ALEXANDER, ROBERT, TOMES, KIMBERLY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.