RIA Intel›Advisers›Ohio›TOTAL WEALTH PLANNING, LLC

TOTAL WEALTH PLANNING, LLC

Advisory

N·CINCINNATI, OH

Data as of May 31, 2025 · Source: SEC Form ADV

Total AUM

$1.2B

1-Year AUM Growth

+11.6%

3-Year CAGR

+12.2%

Employees

16

Assets Under Management

Total AUM$1.2B

Discretionary AUM$1.1B

Non-Discretionary AUM$65M

Discretionary %94.5%

Total Clients777

Team

Total Employees16

Investment Advisers20

Employee Growth (1Y)—

Filing History

Total Filings on Record19

First FilingJan 6, 2015

Latest FilingMay 31, 2025

🔒 Full AUM trend chart and 19 historical filings spanning 10+ years

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.

📊 Peer Benchmarking

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

👥 Owners & Officers

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

🏦 Client Demographics

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

Get the full picture on TOTAL WEALTH PLANNING, LLC

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