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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 26, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
Registrations
Federal
IA
Dec 26, 2025 REGISTERED
Notice Filings (14)
CA CO FL GA IL IN KY NC NH NY OH SC TN TX
Address
4665 CORNELL RD.STE. 160
CINCINNATI, OH 45241
United States
Phone: 513-984-6696