Total Wealth Planning, LLC
CRD 174434SEC# 801-80853Cincinnati, OH
No longer SEC-registered. Total Wealth Planning, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$1.18B
Employees
20
Accounts
2,989
Location
Cincinnati, OH
Total Wealth Planning, LLC assets under management
Total Wealth Planning, LLC operates as an SEC-registered investment adviser based in Cincinnati, OH. It reports $1.2 billion in regulatory assets under management and employs 20 people.
Total Wealth Planning, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Dean Wilder Control | Member | 25-50% | 2015 |
| Robert Joseph Lemmons Control | Member | 25-50% | 2015 |
| Robert Norman Siegmann Control | Cco And Member | 25-50% | 2015 |
Frequently asked questions
How much does Total Wealth Planning, LLC manage?
Total Wealth Planning, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Total Wealth Planning, LLC have?
Total Wealth Planning, LLC reports 20 employees.
Where is Total Wealth Planning, LLC located?
Total Wealth Planning, LLC is based in Cincinnati, OH.
Does Total Wealth Planning, LLC disclose fund performance?
Total Wealth Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4665 Cornell Rd., Ste. 160, Cincinnati, OH 45241 |
| Office hours | 9:00 a.m. - 6:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$1.18BNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$1.18Bregulatory AUM
Discretionary $1.11BNon-discretionary $65.2M