Total Wealth Planning and Management Inc
Legal Name: TOTAL WEALTH PLANNING AND MANAGEMENT, INC.
Full Contact Details
Total Wealth Planning and Management Inc
816 A1A NORTH, SUITE 205, PONTE VEDRA BEACH, FL
(866) 568-0003
(866) 207-5547
Other Info
Total Wealth Planning and Management Inc is a Florida-based firm that provides financial advisory services to two clients. As of May 3, 2018, it is officially registered and approved by the U.S. Securities and Exchange Commission, with four employees dedicated to its advisory roles.
TWPM WHO WE ARE SERVICES RESOURCES COMMENTARY Login Get Started Form CRS Planning for your future. Managing for today. Comprehensive financial solutions based on sound planning and prudent risk. Be a Client, Not a Customer® We see all our clients as people to be served, not as targets for a sa…
Wealth Talk with TWPM
Total Wealth Planning and Management, Inc. discusses a variety of topics about finance, financial planning, wealth management, investing and more. For more information, see: https://totalwpm.com/ Total Wealth Planning and Management, Inc. (“TWPM”) is a registered investment adviser and the opin.…
Direct Owners
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ALEXANDER ROBERT POTENZA
VICE PRESIDENT owns more than 25% but less than 50%
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KIMBERLY TOMES
OWNER owns less than 5%
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WILLIAM RICHARD TOMES
PRESIDENT - CCO owns more than 50% but less than 75%