Key facts
- TOTAL WEALTH PLANNING AND MANAGEMENT, INC. is a other.
- TOTAL WEALTH PLANNING AND MANAGEMENT, INC. reports $1.3M in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 166664- Regulatory AUM
- $1.3M
- Private fund assets
- —
- Private funds
- —
- Staff
- 8
- Registered office
- —
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for TOTAL WEALTH PLANNING AND MANAGEMENT, INC. are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is TOTAL WEALTH PLANNING AND MANAGEMENT, INC.'s AUM?
- TOTAL WEALTH PLANNING AND MANAGEMENT, INC. manages approximately $1.3M in assets.