Total Wealth Planning is an investment advisor in Cincinnati with $815.71 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
470988610
SEC advisor number
801-80853
FINRA CRD number
174434
AUM ?
$1.06 bn
(as of 27 Feb 24)
Accounts
2,642
(as of 27 Feb 24)
Employees
17
(16 investment advisory or research)
Address
Total Wealth Planning
4665 CORNELL RD
STE 160
CINCINNATI
OH 45241
4665 CORNELL RD
STE 160
CINCINNATI
OH 45241
Phone
5139846696
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
2 Aug 24
13F-HR
Quarterly holdings report by institutional manager
18 Apr 24
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
31 Jul 23
13F-HR
Quarterly holdings report by institutional manager
14 Apr 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22