TOTAL WEALTH PLANNING, LLC

HTTP://TWPTEAM.COM/ CINCINNATI, OH Investment Advisor How do I update this listing?

Total Wealth Planning is based out of Cincinnati. Total Wealth Planning is a large advisory firm with 382 clients and discretionary assets under management (AUM) of $414,684,535 (Form ADV from 2017-11-01). Their last reported 13F filing for Q4 2018 included $144,476,000 in managed 13F securities and a top 10 holdings concentration of 80.14%. Total Wealth Planning's largest holding is Vanguard Short-Term Corporate Bond ETF with shares held of 399,899. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 3.55%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

TOTAL WEALTH PLANNING, LLC
4665 CORNELL RD. STE. 160
CINCINNATI OH    45241
Country: United States

Business Phone: 513-984-6696
Fax: 513-984-9270
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: OH
Number of employees: 10
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 8,285,000
Total Number of Clients: 382
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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TOTAL WEALTH PLANNING, LLC

ownership team - last updated 2017-03-27
Name Title Start Date Direct/Indirect % Ownership
LEMMONS, ROBERT, JOSEPH MEMBER 01/01/2015 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
FINANCIAL MANAGEMENT GROUP INC DIRECTOR OF FINANCIAL PLANNING direct 2010-03-01
DRR PARTNERS LLC MEMBER direct 2015-01-01
SIEGMANN, ROBERT, NORMAN CCO AND MEMBER 01/01/2015 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
FINANCIAL MANAGEMENT GROUP INC CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER & SR. ADVISOR direct 1994-06-01
TOTAL WEALTH PLANNING, LLC CCO AND MEMBER direct 2015-01-01
FINANCIAL MANAGEMENT GROUP INC CHIEF COMPLIANCE OFFICER direct 1994-06-01 2008-02-28
FINANCIAL MANAGEMENT GROUP INC EXECUTIVE VICE PRESIDENT direct 1994-06-01 2009-03-16
WILDER, DAVID, DEAN MEMBER 01/01/2015 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
FINANCIAL MANAGEMENT GROUP INC CHIEF INVESTMENT OFFICE & SR. ADVISOR direct 2000-10-01
TOTAL WEALTH PLANNING, LLC MEMBER direct 2015-01-01
FINANCIAL MANAGEMENT GROUP INC EXECUTIVE VICE PRESIDENT direct 2000-10-01 2009-03-16

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