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TOTAL WEALTH PLANNING AND MANAGEMENT, INC.
CRD 166664 · SEC 801-113167
AK, United States
Phone
(866) 568-0003
Fax
(866) 207-5547
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$238.8M
Discretionary AUM
$237.2M
Team
8 total employees; 7 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; SELECTION OF OTHER ADVISERS FEES
Org form
Corporation
Filing date
2026-04-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 346 | $80.3M |
| High net worth individuals | 66 | $158.5M |
| Charitable organizations | 2 | $0 |
States served
AK, GA, NJ, NY, NC, OK, PA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD