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Building 2TOTAL WEALTH PLANNING, LLC

Map pinCINCINNATI, OH
Phone513-984-6696
NotebookSEC #801-80853
Total AUM
$1.2B
Employees
20
Clients
778

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4665 CORNELL RD.
STE. 160
CINCINNATI
OH 45241
United States
Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Phone
513-984-6696
Other Offices
1

ReceiptFinancials

Total AUM
$1.2B
Accounts
2,989
Discretionary
$1.1B
Accounts
2,838
Non-Discretionary
$65.2M
Accounts
151

ContactClients

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Individual Clients
356
AUM
$143M
HNW Individual Clients
421
AUM
$1B
Charitable Organization Clients
1
AUM
$13M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGAILINKYNCNHNYOHSCTNTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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