| 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 |
Total Wealth Planning, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
Total Wealth Planning, LLC reports 20 employees.
Total Wealth Planning, LLC is based in Cincinnati, OH.
Total Wealth Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4665 Cornell Rd., Ste. 160, Cincinnati, OH 45241 |
| Office hours | 9:00 a.m. - 6:00 p.m. |
| Discloses disciplinary history | No |
| Discretionary | $1.11B |
| Non-discretionary | $65.2M |
| Total (RAUM) | $1.18B |