TOTAL WEALTH PLANNING AND MANAGEMENT, INC.
SEC Form ADV profile.
Total regulatory AUM
$238,791,843
Discretionary
$237,237,750
Non-discretionary
$1,554,093
Firm details
- CRD number
- 166664
- SEC file number
- 801-113167
- Employees
- 8
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of November 2026.