SEC Form ADV

TOTAL WEALTH PLANNING AND MANAGEMENT, INC.

Registered Investment Adviser
$238.8M
Assets Under Management
412
Total Clients
Get LP Contact Details

Registration Details

Accession
CRD-166664
Filing Date
April 22, 2026
AUM
$238.8M
Total Clients
412
Amendment
No

About this Adviser

TOTAL WEALTH PLANNING AND MANAGEMENT, INC. is a registered investment adviser, managing approximately $238.8M in assets across 412 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.