Active
TOTAL WEALTH PLANNING AND MANAGEMENT, INC.
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$203.9M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 202.5M |
| Non-Discretionary | 1.4M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 166664 |
| SEC Number | 801-113167 |
| Phone | (866) 568-0003 |
| Fax | (866) 207-5547 |
| Total Employees | 9 |
Client Count by Type (365 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 300 |
| High Net Worth Individual… | 61 |
| Charitable Organizations | 2 |
| Corporations/Businesses | 2 |
County data not available for this organization.