Total Wealth Planning, LLC

Entity
Company
Business address
4665 Cornell Rd, Ste 160, 45241 Cincinnati, OH
Phone
5139846696
State of incorporation
OH
Fiscal year end
December 31
Signature 13F
Robert Siegmann - Chief Compliance Officer
All SEC filings
View on sec.gov
Total Wealth Planning, LLC has filed 29 SEC EDGAR filings since 2/14/2019

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing Jul 15, 2025 Jun 30, 2025 028-19214
N-PX Open Document Open Filing Jul 14, 2025 Jun 30, 2025 028-19214
13F-HR Open Document Open Filing Apr 15, 2025 Mar 31, 2025 028-19214
13F-HR Open Document Open Filing Jan 15, 2025 Dec 31, 2024 028-19214
13F-HR Open Document Open Filing Oct 10, 2024 Sep 30, 2024 028-19214
N-PX Open Document Open Filing Aug 21, 2024 Jun 30, 2024 028-19214
13F-HR Open Document Open Filing Aug 2, 2024 Jun 30, 2024 028-19214
13F-HR Open Document Open Filing Apr 18, 2024 Mar 31, 2024 028-19214
13F-HR Open Document Open Filing Feb 5, 2024 Dec 31, 2023 028-19214
13F-HR Open Document Open Filing Nov 8, 2023 Sep 30, 2023 028-19214
13F-HR Open Document Open Filing Jul 31, 2023 Jun 30, 2023 028-19214
13F-HR Open Document Open Filing Apr 14, 2023 Mar 31, 2023 028-19214
13F-HR Open Document Open Filing Feb 2, 2023 Dec 31, 2022 028-19214
13F-HR Open Document Open Filing Nov 14, 2022 Sep 30, 2022 028-19214
13F-HR Open Document Open Filing Aug 1, 2022 Jun 30, 2022 028-19214
13F-HR Open Document Open Filing May 13, 2022 Mar 31, 2022 028-19214
13F-HR Open Document Open Filing Feb 9, 2022 Dec 31, 2021 028-19214
13F-HR Open Document Open Filing Nov 4, 2021 Sep 30, 2021 028-19214
13F-HR Open Document Open Filing Aug 16, 2021 Jun 30, 2021 028-19214
13F-HR Open Document Open Filing May 17, 2021 Mar 31, 2021 028-19214
13F-HR Open Document Open Filing Feb 11, 2021 Dec 31, 2020 028-19214
13F-HR Open Document Open Filing Nov 10, 2020 Sep 30, 2020 028-19214
13F-HR Open Document Open Filing Aug 13, 2020 Jun 30, 2020 028-19214
13F-HR Open Document Open Filing May 13, 2020 Mar 31, 2020 028-19214
13F-HR Open Document Open Filing Feb 11, 2020 Dec 31, 2019 028-19214
13F-HR Open Document Open Filing Nov 7, 2019 Sep 30, 2019 028-19214
13F-HR Open Document Open Filing Aug 6, 2019 Jun 30, 2019 028-19214
13F-HR Open Document Open Filing May 15, 2019 Mar 31, 2019 028-19214
13F-HR Open Document Open Filing Feb 14, 2019 Dec 31, 2018 028-19214