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.

Current firm

TOTAL WEALTH PLANNING AND MANAGEMENT, INC.

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Dec 23, 1980earliest registration or exam on IAPD

Years in industry

45derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Exams

S66|S63

First exam

Dec 23, 1980

First registration

May 15, 1992

Dual registered

no

Other names

SAM C MUNHOLLON

IAPD individual key

813056

Graph

RIA / Wealth Management

Canonical id

dfx:ria:badf0487-e3e1-b27a-8272-1b1b866b6586

First observed

May 15, 1992

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed 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.