RIA Intel›Advisers›TOTAL WEALTH PLANNING AND MANAGEMENT, INC.

TOTAL WEALTH PLANNING AND MANAGEMENT, INC.

Advisory

N·

Data as of Apr 22, 2026 · Source: SEC Form ADV

Total AUM
$239M
1-Year AUM Growth
+8.9%
3-Year CAGR
+22.3%
Employees
7
Assets Under Management
Total AUM$239M
Discretionary AUM$237M
Non-Discretionary AUM$2M
Discretionary %99.3%
Total Clients365
Team
Total Employees7
Investment Advisers8
Employee Growth (1Y)+12.5%
Filing History
Total Filings on Record32
First FilingApr 5, 2018
Latest FilingApr 22, 2026
🔒 Full AUM trend chart and 32 historical filings spanning 8+ years
Sign up free to view →
Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

Sign up free to unlock
📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

Sign up free to unlock
👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

Sign up free to unlock
🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Sign up free to unlock

Get the full picture on TOTAL WEALTH PLANNING AND MANAGEMENT, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.

Sign up free →