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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 1b 10b

TOTAL WEALTH PLANNING, LLC

CRD 174434

CINCINNATI, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1fe1a56b-3414-4068-db93-e40871070f35

Data as of Dec 26, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 23
Dated events: 24
On other graphs: 0
Observed: Jan 6, 2015 to Dec 26, 2025
23 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $1.2BItem 5.F on the latest filing (2025-12-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.1B
Private client RAUM: $1.2BderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 20
Advisory employees: 16
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 2,989
Individual clients: 356
High net worth clients: 421
Custody, client assets: $19.8M
SEC number: 801-80853
CRD: 174434
Filings on the tape: 23
First filed: Jan 6, 2015
Latest filed: Dec 26, 2025
Organised: Limited Liability Company, OH

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LEMMONS, ROBERT, JOSEPH	Member	C	yes	01/2015	Jan 6, 2015	Feb 27, 2024
SIEGMANN, ROBERT, NORMAN	CCO AND MEMBER	C	yes	01/2015	Jan 6, 2015	Feb 27, 2024
WILDER, DAVID, DEAN	Member	C	yes	01/2015	Jan 6, 2015	Feb 27, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Carmel	In	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Feb 28, 2025	$1.2B	$1.1B	20	16	1	n/a	n/a
2023	Feb 27, 2024	$1.1B	$998M	17	16	1	n/a	n/a
2022	Mar 2, 2023	$866M	$820M	17	16	1	n/a	n/a
2021	Mar 22, 2022	$816M	$752M	15	11	1	n/a	n/a
2020	Feb 2, 2021	$641M	$587M	12	8	0	n/a	n/a
2019	Mar 16, 2020	$559M	$503M	10	6	0	n/a	n/a
2018	Mar 13, 2019	$445M	$395M	10	6	0	n/a	n/a
2017	Mar 12, 2018	$482M	$415M	10	7	0	n/a	n/a
2016	Mar 27, 2017	$427M	$377M	10	7	n/a	n/a	n/a
2015	Mar 28, 2016	$360M	$303M	11	6	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	15	-14	n/a	0	0	0	4	18

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$1.2B	$1.1B	11.6%	$816M	13.0%	20	17	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CWM, LLC	13	Mar 23, 2026	Nov 14, 2025	CINCINNATI, OH	Firm absorbed	RIA to ibd	92.9%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
FINANCIAL MANAGEMENT GROUP INC	3	Oct 23, 2015	Jul 22, 2015	CINCINNATI, OH	Firm absorbed	Other	75.0%

Relationships

Registered with (18)

← DAVID DEAN WILDERAdvisorregistration: previous registration
Jul 22, 2015 to Mar 23, 2026factForm ADV
← DAWN ELLEN MORLEYAdvisorregistration: previous registration
May 30, 2025 to Mar 23, 2026factForm ADV
← MARC JAMES WAMBAUGHAdvisorregistration: previous registration
Jul 16, 2021 to Mar 23, 2026factForm ADV
← ROBERT NORMAN SIEGMANNAdvisorregistration: previous registration
Jul 22, 2015 to Mar 23, 2026factForm ADV
← ROBERT JOSEPH LEMMONSAdvisorregistration: previous registration
Jul 22, 2015 to Mar 23, 2026factForm ADV
← AMELIA ANN WESTAdvisorregistration: previous registration
Jan 21, 2022 to Mar 23, 2026factForm ADV
← JOEL ALAN MUSSERAdvisorregistration: previous registration
Jul 31, 2015 to Mar 23, 2026factForm ADV
← JONATHAN WILLIAM ANDREAdvisorregistration: previous registration
Jul 22, 2015 to Mar 23, 2026factForm ADV
← Christopher Charles AllenAdvisorregistration: previous registration
Oct 4, 2016 to Mar 23, 2026factForm ADV
← Jordan Curtis NareAdvisorregistration: previous registration
Aug 8, 2022 to Mar 23, 2026factForm ADV
← Micah PetersonAdvisorregistration: previous registration
May 30, 2023 to Mar 23, 2026factForm ADV
← Madison Ann KrummenAdvisorregistration: previous registration
May 22, 2024 to Mar 23, 2026factForm ADV
← Dylan Micheal SabolAdvisorregistration: previous registration
Mar 5, 2025 to Mar 23, 2026factForm ADV
← Cedric Xavier LouitAdvisorregistration: previous registration
Nov 19, 2025 to Mar 23, 2026factForm ADV
← Navarrus HaleAdvisorregistration: previous registration
Jul 11, 2025 to Oct 9, 2025factForm ADV
← Justin Paul ClappAdvisorregistration: previous registration
Feb 27, 2024 to Sep 16, 2025factForm ADV
← Holden Paul VarvelAdvisorregistration: previous registration
Oct 29, 2020 to Jul 28, 2025factForm ADV
← MELINA THERESE YOUNGAdvisorregistration: previous registration
Apr 9, 2020 to Mar 1, 2024factForm ADV

Moved with (2)

→ CWM, LLCRegistered adviser13 advisors, firm absorbed, same day
Mar 23, 2026 to Nov 14, 2025factForm ADV
← FINANCIAL MANAGEMENT GROUP INCRegistered adviser3 advisors, firm absorbed, same day
Oct 23, 2015 to Jul 22, 2015factForm ADV

Controls (3)

← WILDER, DAVID, DEANOwnerMEMBER, ownership code C, individual
Jan 6, 2015 to Feb 27, 2024factForm ADV
← SIEGMANN, ROBERT, NORMANOwnerCCO AND MEMBER, ownership code C, individual
Jan 6, 2015 to Feb 27, 2024factForm ADV
← LEMMONS, ROBERT, JOSEPHOwnerMEMBER, ownership code C, individual
Jan 6, 2015 to Feb 27, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 23, 2026
Firm absorbed
Total Wealth Planning, LLC's advisors moved to Cwm, LLC (Cincinnati, OH): 13 of 14 registered, on the same day
Form ADVobserved 3 days ago
13 advisors
Occurred
Mar 23, 2026
Advisor changed firm
Marc James Wambaugh left Total Wealth Planning, Llc for Cwm, Llc (registered 2025-11-10)
Form ADVobserved 4 days ago
Occurred
Mar 23, 2026
Advisor changed firm
Christopher Charles Allen left Total Wealth Planning, Llc for Cwm, Llc (registered 2025-11-10)
Form ADVobserved 4 days ago
Occurred
Mar 23, 2026
Advisor changed firm
Robert Norman Siegmann left Total Wealth Planning, Llc for Cwm, Llc (registered 2025-11-10)
Form ADVobserved 4 days ago
Occurred
Mar 23, 2026
Advisor changed firm
Micah Peterson left Total Wealth Planning, Llc for Cwm, Llc (registered 2025-11-10)
Form ADVobserved 4 days ago
Occurred
Mar 23, 2026
Advisor changed firm
Madison Ann Krummen left Total Wealth Planning, Llc for Cwm, Llc (registered 2025-11-10)
Form ADVobserved 4 days ago
Occurred
Mar 23, 2026
Advisor changed firm
Jonathan William Andre left Total Wealth Planning, Llc for Cwm, Llc (registered 2025-11-10)
Form ADVobserved 4 days ago
Occurred
Mar 23, 2026
Advisor changed firm
Joel Alan Musser left Total Wealth Planning, Llc for Cwm, Llc (registered 2025-11-10)
Form ADVobserved 4 days ago
Occurred
Mar 23, 2026
Advisor changed firm
David Dean Wilder left Total Wealth Planning, Llc for Cwm, Llc (registered 2025-11-10)
Form ADVobserved 4 days ago
Occurred
Mar 23, 2026
Advisor changed firm
Dawn Ellen Morley left Total Wealth Planning, Llc for Cwm, Llc (registered 2025-11-14)
Form ADVobserved 4 days ago
Occurred
Mar 23, 2026
Advisor changed firm
Jordan Curtis Nare left Total Wealth Planning, Llc for Cwm, Llc (registered 2025-11-10)
Form ADVobserved 4 days ago
Occurred
Mar 23, 2026
Advisor changed firm
Cedric Xavier Louit left Total Wealth Planning, Llc for Orion Portfolio Solutions, Llc (registered 2026-07-06)
Form ADVobserved 4 days ago
Occurred
Mar 23, 2026
Advisor changed firm
Dylan Micheal Sabol left Total Wealth Planning, Llc for Cwm, Llc (registered 2025-11-10)
Form ADVobserved 4 days ago
Occurred
Mar 23, 2026
Advisor changed firm
Robert Joseph Lemmons left Total Wealth Planning, Llc for Cwm, Llc (registered 2025-11-10)
Form ADVobserved 4 days ago
Occurred
Mar 23, 2026
Advisor changed firm
Amelia Ann West left Total Wealth Planning, Llc for Cwm, Llc (registered 2025-11-12)
Form ADVobserved 4 days ago
Occurred
Oct 9, 2025
Advisor changed firm
Navarrus Hale left Total Wealth Planning, Llc for Empower Advisory Group, Llc (registered 2025-10-15)
Form ADVobserved 4 days ago
Occurred
Sep 16, 2025
Advisor changed firm
Justin Paul Clapp left Total Wealth Planning, Llc for Nationwide Investment Advisors, Llc (registered 2025-12-08)
Form ADVobserved 4 days ago
Occurred
Jul 28, 2025
Advisor changed firm
Holden Paul Varvel left Total Wealth Planning, Llc for Raymond James Financial Services Advisors, Inc (registered 2025-08-05)
Form ADVobserved 4 days ago
Occurred
Mar 1, 2024
Advisor changed firm
Melina Therese Young left Total Wealth Planning, Llc for Truepoint, Inc. (registered 2024-03-27)
Form ADVobserved 4 days ago
Occurred
Mar 22, 2022
Regulatory AUM changed
Total Wealth Planning, Llc reported RAUM $815.7M, up 27% from $641.1M (2021-02-02 to 2022-03-22)
Form ADVobserved 4 days ago
$175M
Occurred
Mar 16, 2020
Regulatory AUM changed
Total Wealth Planning, Llc reported RAUM $558.9M, up 26% from $444.7M (2019-11-15 to 2020-03-16)
Form ADVobserved 4 days ago
$114M
Occurred
May 26, 2015
Succession filed (Item 4)
Drr Partners Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 4 days ago
Occurred
Jan 6, 2015
First Form ADV filing
Drr Partners Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Apr 1, 2026
Total Wealth Planning, Llc no longer on the SEC adviser roster (last listed 2026-03-02, RAUM $1.2B)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1fe1a56b-3414-4068-db93-e40871070f35
First observed: Jan 6, 2015
Last observed: Dec 26, 2025 8 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TOTAL WEALTH PLANNING, LLC

CRD 174434

CINCINNATI, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1fe1a56b-3414-4068-db93-e40871070f35

Data as of Dec 26, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:44 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LEMMONS, ROBERT, JOSEPH

Member

yes

01/2015

Jan 6, 2015

Feb 27, 2024

SIEGMANN, ROBERT, NORMAN

CCO AND MEMBER

yes

01/2015

Jan 6, 2015

Feb 27, 2024

WILDER, DAVID, DEAN

Member

yes

01/2015

Jan 6, 2015

Feb 27, 2024

City

State

Country

Employees

Also broker-dealer

Carmel

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Feb 28, 2025

$1.2B

$1.1B

n/a

2023

Feb 27, 2024

$1.1B

$998M

n/a

2022

Mar 2, 2023

$866M

$820M

n/a

2021

Mar 22, 2022

$816M

$752M

n/a

2020

Feb 2, 2021

$641M

$587M

n/a

2019

Mar 16, 2020

$559M

$503M

n/a

2018

Mar 13, 2019

$445M

$395M

n/a

2017

Mar 12, 2018

$482M

$415M

n/a

2016

Mar 27, 2017

$427M

$377M

n/a

2015

Mar 28, 2016

$360M

$303M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-14

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$1.2B

$1.1B

11.6%

$816M

13.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CWM, LLC

Mar 23, 2026

Nov 14, 2025

CINCINNATI, OH

Firm absorbed

RIA to ibd

92.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

FINANCIAL MANAGEMENT GROUP INC

Oct 23, 2015

Jul 22, 2015

CINCINNATI, OH

Firm absorbed

Other

75.0%