TOTAL WEALTH PLANNING, LLC
CRD #174434 SEC #801-80853 CINCINNATI, OH 513-984-6696
SEC Registered
Total AUM
$1.2B
Discretionary
$1.1B
Employees
20
Clients
--
Accounts
2,989
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.2B | $1.1B | $65.2M | 20 | 0 |
| Oct 2025 | $1.2B | $1.1B | $65.2M | 20 | 0 |
| May 2025 | $1.2B | $1.1B | $65.2M | 20 | 0 |
| Feb 2025 | $1.2B | $1.1B | $65.2M | 20 | 0 |
| Feb 2024 | $1.1B | $997.9M | $57.5M | 17 | 0 |
| Sep 2023 | $866.1M | $819.5M | $46.6M | 17 | 0 |
| Mar 2023 | $866.1M | $819.5M | $46.6M | 17 | 0 |
| Aug 2022 | $815.7M | $752.2M | $63.5M | 15 | 0 |
| Mar 2022 | $815.7M | $752.2M | $63.5M | 15 | 0 |
| Feb 2021 | $641.1M | $587.3M | $53.8M | 12 | 0 |
| Jun 2020 | $558.9M | $502.5M | $56.3M | 10 | 0 |
| Mar 2020 | $558.9M | $502.5M | $56.3M | 10 | 0 |
| Nov 2019 | $444.7M | $395.2M | $49.5M | 10 | 0 |
| Mar 2019 | $444.7M | $395.2M | $49.5M | 10 | 0 |
| Mar 2018 | $482.2M | $414.7M | $67.5M | 10 | 0 |
| Mar 2017 | $427.1M | $377.3M | $49.8M | 10 | 300 |
| Apr 2016 | $359.6M | $303.3M | $56.3M | 11 | 300 |
| Mar 2016 | $359.6M | $303.3M | $56.3M | 11 | 300 |
| Jul 2015 | $382.4M | $62.3M | $320.1M | 11 | 0 |
| Jul 2015 | $382.4M | $62.3M | $320.1M | 11 | 0 |
| May 2015 | $382.4M | $62.3M | $320.1M | 11 | 0 |
| Jan 2015 | $0 | $0 | $0 | 3 | 0 |
DateDec 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$65.2M
Employees20
Clients0
DateOct 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$65.2M
Employees20
Clients0
DateMay 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$65.2M
Employees20
Clients0
DateFeb 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$65.2M
Employees20
Clients0
DateFeb 2024
Total AUM$1.1B
Discretionary$997.9M
Non-Disc.$57.5M
Employees17
Clients0
DateSep 2023
Total AUM$866.1M
Discretionary$819.5M
Non-Disc.$46.6M
Employees17
Clients0
DateMar 2023
Total AUM$866.1M
Discretionary$819.5M
Non-Disc.$46.6M
Employees17
Clients0
DateAug 2022
Total AUM$815.7M
Discretionary$752.2M
Non-Disc.$63.5M
Employees15
Clients0
DateMar 2022
Total AUM$815.7M
Discretionary$752.2M
Non-Disc.$63.5M
Employees15
Clients0
DateFeb 2021
Total AUM$641.1M
Discretionary$587.3M
Non-Disc.$53.8M
Employees12
Clients0
DateJun 2020
Total AUM$558.9M
Discretionary$502.5M
Non-Disc.$56.3M
Employees10
Clients0
DateMar 2020
Total AUM$558.9M
Discretionary$502.5M
Non-Disc.$56.3M
Employees10
Clients0
DateNov 2019
Total AUM$444.7M
Discretionary$395.2M
Non-Disc.$49.5M
Employees10
Clients0
DateMar 2019
Total AUM$444.7M
Discretionary$395.2M
Non-Disc.$49.5M
Employees10
Clients0
DateMar 2018
Total AUM$482.2M
Discretionary$414.7M
Non-Disc.$67.5M
Employees10
Clients0
DateMar 2017
Total AUM$427.1M
Discretionary$377.3M
Non-Disc.$49.8M
Employees10
Clients300
DateApr 2016
Total AUM$359.6M
Discretionary$303.3M
Non-Disc.$56.3M
Employees11
Clients300
DateMar 2016
Total AUM$359.6M
Discretionary$303.3M
Non-Disc.$56.3M
Employees11
Clients300
DateJul 2015
Total AUM$382.4M
Discretionary$62.3M
Non-Disc.$320.1M
Employees11
Clients0
DateJul 2015
Total AUM$382.4M
Discretionary$62.3M
Non-Disc.$320.1M
Employees11
Clients0
DateMay 2015
Total AUM$382.4M
Discretionary$62.3M
Non-Disc.$320.1M
Employees11
Clients0
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0