William Richard Tomes
President - CcoTotal Wealth Planning and Management, Inc.CRD 2300545
About William Richard Tomes
William Richard Tomes is listed as President - Cco at Total Wealth Planning and Management, Inc.. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Total Wealth Planning and Management, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does William Richard Tomes work?
William Richard Tomes is listed as President - Cco at Total Wealth Planning and Management, Inc. on SEC Form ADV.
How much of Total Wealth Planning and Management, Inc. does William Richard Tomes own?
Form ADV reports a beneficial ownership band of Over 75%.
Total Wealth Planning and Management, Inc.
| Title | President - Cco |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2013 |