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TOTAL WEALTH PLANNING AND MANAGEMENT, INC.

· CRD 166664 · IAPD ↗ · buzzsprout.com · (866) 568-0003

$238.8MRegulatory AUM
7Advisory reps
8Employees
1Clients
1-10Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
May 2026 — TOTAL WEALTH PLANNING AND MANAGEMENT, INC. added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
March 2025 — TOTAL WEALTH PLANNING AND MANAGEMENT, INC. notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
September 2024 — TOTAL WEALTH PLANNING AND MANAGEMENT, INC. notice-filed in AK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
September 2024 — TOTAL WEALTH PLANNING AND MANAGEMENT, INC. added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.