Total Wealth Planning And Management, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

166664

SEC number

801-113167

Firm type

RIA

Assets under management

$238.8M as of Apr 22, 2026

Website

www.buzzsprout.com/617029 ↗

Phone

(866) 568-0003

Address

Not yet retrieved from the source record

Advisors at this firm

8 in our index · page 1 of 1

• John Joseph BurkeCRD 35780 · Ponte Vedra, FL
  IA Registered
  Disclosure event(s) on record
• Kim Tejls MortensenCRD 4733622 · Ponte Vedra, FL
  IA RegisteredRegistration inactive
• Samuel Clifford MunhollonCRD 813056 · Oklahoma City, OK
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Craig Douglas MeldahlCRD 331504 · Longboat Key, FL
  IA Registered
  Disclosure event(s) on record
• Janelle Marie SkeltonCRD 1965022 · Oklahoma City, OK
  IA RegisteredRegistration inactive
• William Phillip SantilloCRD 7950115 · St Johns, FL
  IA Registered
• William Richard TomesCRD 2300545 · Ponte Vedra, FL
  IA RegisteredRegistration inactive
• Reid T WinderCRD 3000701 · Palmetto, FL
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.