Total Wealth Planning and Management, Inc.
● SEC registered since 2018CRD 166664SEC# 801-113167
Reg. AUM
$238.8M
Employees
8
Accounts
412
Location
—
Total Wealth Planning and Management, Inc. assets under management
Total Wealth Planning and Management, Inc. is an SEC-registered investment adviser. The firm has been registered since 2018. It reports $238.8 million in regulatory assets under management and employs 8 people.
Total Wealth Planning and Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kimberly Tomes | Owner | Under 5% | 2018 |
| William Richard Tomes Control | President - Cco | Over 75% | 2013 |
Frequently asked questions
How much does Total Wealth Planning and Management, Inc. manage?
Total Wealth Planning and Management, Inc. reports $238.8 million in regulatory assets under management on its Form ADV.
How many employees does Total Wealth Planning and Management, Inc. have?
Total Wealth Planning and Management, Inc. reports 8 employees.
Does Total Wealth Planning and Management, Inc. disclose fund performance?
Total Wealth Planning and Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (866) 568-0003 |
| Fax | (866) 207-5547 |
| Office hours | By Appointment |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$238.8M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$238.8Mregulatory AUM
Discretionary $237.2MNon-discretionary $1.6M